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 | $44,585 | $180,449-75.3% | $154,107-71.1% | $135,375-67.1% |
| Participation rate | 77.8% | 87.4%-9.6pp | 83.0%-5.3pp | 82.6%-4.9pp |
| Annual return | -5.30% | 888.09%-893.4pp | 735.12%-740.4pp | 519.73%-525.0pp |
| Employer contribution / active EE | $1,844 | $6,035-69.4% | $5,298-65.2% | $4,779-61.4% |
| Participant deferral / active EE | $4,923 | $5,806-15.2% | $5,081-3.1% | $5,609-12.2% |
| Admin fee / account holder | $2,384 | $16,143-85.2% | $13,411-82.2% | $10,827-78.0% |