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 | $43,076 | $106,543-59.6% | $91,220-52.8% | $134,475-68.0% |
| Participation rate | 88.9% | 76.8%+12.1pp | 73.2%+15.7pp | 81.2%+7.7pp |
| Annual return | -18.15% | 160.60%-178.7pp | 114.01%-132.2pp | 417.96%-436.1pp |
| Employer contribution / active EE | $2,232 | $3,331-33.0% | $2,850-21.7% | $4,740-52.9% |
| Participant deferral / active EE | $4,094 | $4,719-13.2% | $4,234-3.3% | $6,400-36.0% |
| Admin fee / account holder | $1,398 | $6,231-77.6% | $5,420-74.2% | $11,426-87.8% |