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 | $50,918 | $76,000-33.0% | $154,107-67.0% | $64,186-20.7% |
| Participation rate | 84.4% | 70.4%+14.0pp | 83.0%+1.4pp | 69.6%+14.9pp |
| Annual return | -4.24% | 30.32%-34.6pp | 735.12%-739.4pp | 7.63%-11.9pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,426 | $3,175-23.6% | $5,081-52.3% | $3,470-30.1% |
| Admin fee / account holder | $2,888 | $5,596-48.4% | $13,411-78.5% | $4,888-40.9% |