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 | $38,038 | $180,449-78.9% | $154,107-75.3% | $135,375-71.9% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -7.66% | 888.09%-895.8pp | 735.12%-742.8pp | 519.73%-527.4pp |
| Employer contribution / active EE | $2,655 | $6,035-56.0% | $5,298-49.9% | $4,779-44.4% |
| Participant deferral / active EE | $5,662 | $5,806-2.5% | $5,081+11.4% | $5,609+0.9% |
| Admin fee / account holder | $4,664 | $16,143-71.1% | $13,411-65.2% | $10,827-56.9% |