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 | $38,240 | $135,635-71.8% | $110,238-65.3% | $135,375-71.8% |
| Participation rate | 94.4% | 83.5%+11.0pp | 79.8%+14.6pp | 82.6%+11.8pp |
| Annual return | -5.52% | 513.19%-518.7pp | 314.74%-320.3pp | 519.73%-525.3pp |
| Employer contribution / active EE | $4,099 | $4,906-16.5% | $3,826+7.1% | $4,779-14.2% |
| Participant deferral / active EE | $4,698 | $5,506-14.7% | $4,672+0.6% | $5,609-16.2% |
| Admin fee / account holder | $2,338 | $11,457-79.6% | $8,547-72.6% | $10,827-78.4% |