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 | $44,449 | $133,958-66.8% | $112,228-60.4% | $134,475-66.9% |
| Participation rate | 91.7% | 78.6%+13.1pp | 75.1%+16.6pp | 81.2%+10.4pp |
| Annual return | -14.63% | 47.11%-61.7pp | 27.45%-42.1pp | 417.96%-432.6pp |
| Employer contribution / active EE | $11,055 | $4,038+173.8% | $3,635+204.1% | $4,740+133.2% |
| Participant deferral / active EE | $5,982 | $5,291+13.1% | $4,728+26.5% | $6,400-6.5% |
| Admin fee / account holder | $1,451 | $7,489-80.6% | $6,410-77.4% | $11,426-87.3% |