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 | $37,584 | $180,449-79.2% | $154,107-75.6% | $135,375-72.2% |
| Participation rate | 92.3% | 87.4%+4.9pp | 83.0%+9.3pp | 82.6%+9.7pp |
| Annual return | -5.38% | 888.09%-893.5pp | 735.12%-740.5pp | 519.73%-525.1pp |
| Employer contribution / active EE | $1,940 | $6,035-67.9% | $5,298-63.4% | $4,779-59.4% |
| Participant deferral / active EE | $4,499 | $5,806-22.5% | $5,081-11.4% | $5,609-19.8% |
| Admin fee / account holder | $1,123 | $16,143-93.0% | $13,411-91.6% | $10,827-89.6% |