See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,191 | $138,044-57.8% | $125,339-53.6% | $134,475-56.7% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -18.23% | 750.33%-768.6pp | 572.05%-590.3pp | 417.96%-436.2pp |
| Employer contribution / active EE | $1,354 | $5,243-74.2% | $4,814-71.9% | $4,740-71.4% |
| Participant deferral / active EE | $4,508 | $7,799-42.2% | $7,446-39.5% | $6,400-29.6% |
| Admin fee / account holder | $2,401 | $11,571-79.3% | $10,010-76.0% | $11,426-79.0% |