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 | $50,564 | $190,805-73.5% | $159,960-68.4% | $134,475-62.4% |
| Participation rate | 83.3% | 81.9%+1.4pp | 78.0%+5.4pp | 81.2%+2.1pp |
| Annual return | -7.49% | 552.23%-559.7pp | 408.60%-416.1pp | 417.96%-425.5pp |
| Employer contribution / active EE | $10,055 | $4,995+101.3% | $4,226+137.9% | $4,740+112.1% |
| Participant deferral / active EE | $10,176 | $6,923+47.0% | $6,182+64.6% | $6,400+59.0% |
| Admin fee / account holder | $1,660 | $10,471-84.1% | $8,698-80.9% | $11,426-85.5% |