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 | $42,220 | $138,044-69.4% | $125,339-66.3% | $134,475-68.6% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -16.42% | 750.33%-766.7pp | 572.05%-588.5pp | 417.96%-434.4pp |
| Employer contribution / active EE | $4,690 | $5,243-10.5% | $4,814-2.6% | $4,740-1.0% |
| Participant deferral / active EE | $10,097 | $7,799+29.5% | $7,446+35.6% | $6,400+57.8% |
| Admin fee / account holder | $10,786 | $11,571-6.8% | $10,010+7.8% | $11,426-5.6% |