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 | $41,854 | $190,805-78.1% | $159,960-73.8% | $134,475-68.9% |
| Participation rate | 93.3% | 81.9%+11.4pp | 78.0%+15.4pp | 81.2%+12.1pp |
| Annual return | -10.28% | 552.23%-562.5pp | 408.60%-418.9pp | 417.96%-428.2pp |
| Employer contribution / active EE | $2,018 | $4,995-59.6% | $4,226-52.2% | $4,740-57.4% |
| Participant deferral / active EE | $6,942 | $6,923+0.3% | $6,182+12.3% | $6,400+8.5% |
| Admin fee / account holder | $1,538 | $10,471-85.3% | $8,698-82.3% | $11,426-86.5% |