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 | $46,380 | $99,640-53.5% | $86,436-46.3% | $134,475-65.5% |
| Participation rate | 76.5% | 82.0%-5.6pp | 80.3%-3.9pp | 81.2%-4.8pp |
| Annual return | -16.65% | 6782.58%-6799.2pp | 4394.89%-4411.5pp | 417.96%-434.6pp |
| Employer contribution / active EE | $3,074 | $4,400-30.1% | $3,769-18.4% | $4,740-35.1% |
| Participant deferral / active EE | $4,871 | $7,246-32.8% | $6,952-29.9% | $6,400-23.9% |
| Admin fee / account holder | $1,388 | $8,371-83.4% | $6,731-79.4% | $11,426-87.9% |