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 | $38,456 | $97,757-60.7% | $83,848-54.1% | $135,375-71.6% |
| Participation rate | 85.0% | 80.0%+5.0pp | 76.1%+8.9pp | 82.6%+2.4pp |
| Annual return | -1.56% | 1287.37%-1288.9pp | 850.88%-852.4pp | 519.73%-521.3pp |
| Employer contribution / active EE | $3,134 | $4,222-25.8% | $3,631-13.7% | $4,779-34.4% |
| Participant deferral / active EE | $5,409 | $4,682+15.5% | $4,082+32.5% | $5,609-3.6% |
| Admin fee / account holder | $15,937 | $6,674+138.8% | $5,478+190.9% | $10,827+47.2% |