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 | $56,704 | $180,449-68.6% | $154,107-63.2% | $135,375-58.1% |
| Participation rate | 92.3% | 87.4%+4.9pp | 83.0%+9.3pp | 82.6%+9.7pp |
| Annual return | -8.58% | 888.09%-896.7pp | 735.12%-743.7pp | 519.73%-528.3pp |
| Employer contribution / active EE | $1,484 | $6,035-75.4% | $5,298-72.0% | $4,779-69.0% |
| Participant deferral / active EE | $2,382 | $5,806-59.0% | $5,081-53.1% | $5,609-57.5% |
| Admin fee / account holder | $441 | $16,143-97.3% | $13,411-96.7% | $10,827-95.9% |