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 | $35,342 | $90,600-61.0% | $79,464-55.5% | $135,375-73.9% |
| Participation rate | 85.7% | 76.0%+9.7pp | 73.3%+12.4pp | 82.6%+3.1pp |
| Annual return | -7.47% | 977.43%-984.9pp | 718.14%-725.6pp | 519.73%-527.2pp |
| Employer contribution / active EE | $2,363 | $3,068-23.0% | $2,800-15.6% | $4,779-50.5% |
| Participant deferral / active EE | $2,908 | $4,050-28.2% | $3,704-21.5% | $5,609-48.1% |
| Admin fee / account holder | $432 | $5,907-92.7% | $5,113-91.5% | $10,827-96.0% |