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 | $54,588 | $138,065-60.5% | $123,544-55.8% | $135,375-59.7% |
| Participation rate | 91.3% | 84.7%+6.6pp | 82.3%+9.0pp | 82.6%+8.7pp |
| Annual return | -8.54% | 153.68%-162.2pp | 119.20%-127.7pp | 519.73%-528.3pp |
| Employer contribution / active EE | $2,376 | $5,151-53.9% | $4,628-48.7% | $4,779-50.3% |
| Participant deferral / active EE | $3,238 | $6,799-52.4% | $6,426-49.6% | $5,609-42.3% |
| Admin fee / account holder | $640 | $10,916-94.1% | $9,284-93.1% | $10,827-94.1% |