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 | $29,119 | $180,449-83.9% | $154,107-81.1% | $135,375-78.5% |
| Participation rate | 90.0% | 87.4%+2.6pp | 83.0%+7.0pp | 82.6%+7.4pp |
| Annual return | -7.40% | 888.09%-895.5pp | 735.12%-742.5pp | 519.73%-527.1pp |
| Employer contribution / active EE | $9,072 | $6,035+50.3% | $5,298+71.2% | $4,779+89.8% |
| Participant deferral / active EE | $6,199 | $5,806+6.8% | $5,081+22.0% | $5,609+10.5% |
| Admin fee / account holder | $836 | $16,143-94.8% | $13,411-93.8% | $10,827-92.3% |