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 | $44,898 | $160,055-71.9% | $140,016-67.9% | $135,375-66.8% |
| Participation rate | 73.3% | 88.5%-15.2pp | 87.5%-14.2pp | 82.6%-9.3pp |
| Annual return | -5.87% | 911.38%-917.2pp | 651.12%-657.0pp | 519.73%-525.6pp |
| Employer contribution / active EE | $1,870 | $6,420-70.9% | $5,606-66.6% | $4,779-60.9% |
| Participant deferral / active EE | $3,204 | $7,642-58.1% | $6,927-53.7% | $5,609-42.9% |
| Admin fee / account holder | $12,593 | $13,328-5.5% | $10,705+17.6% | $10,827+16.3% |