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 | $42,351 | $91,538-53.7% | $129,995-67.4% | $75,163-43.7% |
| Participation rate | 80.8% | 71.4%+9.3pp | 78.5%+2.3pp | 67.2%+13.6pp |
| Annual return | 34.18% | -631.11%+665.3pp | -137.18%+171.4pp | 160.62%-126.4pp |
| Employer contribution / active EE | $1,348 | $2,845-52.6% | $4,320-68.8% | $2,670-49.5% |
| Participant deferral / active EE | $2,908 | $4,341-33.0% | $5,820-50.0% | $4,125-29.5% |
| Admin fee / account holder | $2,719 | $6,790-60.0% | $10,614-74.4% | $5,651-51.9% |