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 | $58,211 | $135,635-57.1% | $110,238-47.2% | $135,375-57.0% |
| Participation rate | 85.7% | 83.5%+2.3pp | 79.8%+5.9pp | 82.6%+3.1pp |
| Annual return | -8.23% | 513.19%-521.4pp | 314.74%-323.0pp | 519.73%-528.0pp |
| Employer contribution / active EE | $3,322 | $4,906-32.3% | $3,826-13.2% | $4,779-30.5% |
| Participant deferral / active EE | $5,131 | $5,506-6.8% | $4,672+9.8% | $5,609-8.5% |
| Admin fee / account holder | $469 | $11,457-95.9% | $8,547-94.5% | $10,827-95.7% |