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 | $39,401 | $138,044-71.5% | $125,339-68.6% | $134,475-70.7% |
| Participation rate | 82.6% | 84.5%-1.9pp | 82.4%+0.2pp | 81.2%+1.4pp |
| Annual return | -18.17% | 750.33%-768.5pp | 572.05%-590.2pp | 417.96%-436.1pp |
| Employer contribution / active EE | $1,321 | $5,243-74.8% | $4,814-72.6% | $4,740-72.1% |
| Participant deferral / active EE | $5,097 | $7,799-34.6% | $7,446-31.6% | $6,400-20.4% |
| Admin fee / account holder | $1,052 | $11,571-90.9% | $10,010-89.5% | $11,426-90.8% |