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 | $47,592 | $168,632-71.8% | $147,614-67.8% | $125,391-62.0% |
| Participation rate | 75.0% | 88.8%-13.8pp | 84.6%-9.6pp | 83.2%-8.2pp |
| Annual return | -2.82% | 77.65%-80.5pp | 61.98%-64.8pp | 282.22%-285.0pp |
| Employer contribution / active EE | $1,520 | $6,252-75.7% | $5,564-72.7% | $4,866-68.8% |
| Participant deferral / active EE | $1,819 | $5,507-67.0% | $4,895-62.8% | $5,352-66.0% |
| Admin fee / account holder | $577 | $13,580-95.8% | $11,611-95.0% | $9,540-94.0% |