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 | $34,534 | $160,055-78.4% | $140,016-75.3% | $135,375-74.5% |
| Participation rate | 90.5% | 88.5%+2.0pp | 87.5%+3.0pp | 82.6%+7.8pp |
| Annual return | -4.13% | 911.38%-915.5pp | 651.12%-655.3pp | 519.73%-523.9pp |
| Employer contribution / active EE | $2,815 | $6,420-56.2% | $5,606-49.8% | $4,779-41.1% |
| Participant deferral / active EE | $2,897 | $7,642-62.1% | $6,927-58.2% | $5,609-48.3% |
| Admin fee / account holder | $4,218 | $13,328-68.4% | $10,705-60.6% | $10,827-61.0% |