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 | $37,061 | $160,055-76.8% | $140,016-73.5% | $135,375-72.6% |
| Participation rate | 88.9% | 88.5%+0.4pp | 87.5%+1.4pp | 82.6%+6.2pp |
| Annual return | -4.32% | 911.38%-915.7pp | 651.12%-655.4pp | 519.73%-524.1pp |
| Employer contribution / active EE | $2,501 | $6,420-61.0% | $5,606-55.4% | $4,779-47.7% |
| Participant deferral / active EE | $3,727 | $7,642-51.2% | $6,927-46.2% | $5,609-33.5% |
| Admin fee / account holder | $17,681 | $13,328+32.7% | $10,705+65.2% | $10,827+63.3% |