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 | $49,869 | $138,065-63.9% | $123,544-59.6% | $135,375-63.2% |
| Participation rate | 93.8% | 84.7%+9.0pp | 82.3%+11.5pp | 82.6%+11.1pp |
| Annual return | -9.03% | 153.68%-162.7pp | 119.20%-128.2pp | 519.73%-528.8pp |
| Employer contribution / active EE | $2,267 | $5,151-56.0% | $4,628-51.0% | $4,779-52.6% |
| Participant deferral / active EE | $3,721 | $6,799-45.3% | $6,426-42.1% | $5,609-33.7% |
| Admin fee / account holder | $3,919 | $10,916-64.1% | $9,284-57.8% | $10,827-63.8% |