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 | $23,809 | $138,044-82.8% | $125,339-81.0% | $134,475-82.3% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -14.59% | 750.33%-764.9pp | 572.05%-586.6pp | 417.96%-432.6pp |
| Employer contribution / active EE | $1,384 | $5,243-73.6% | $4,814-71.3% | $4,740-70.8% |
| Participant deferral / active EE | $4,421 | $7,799-43.3% | $7,446-40.6% | $6,400-30.9% |
| Admin fee / account holder | $1,109 | $11,571-90.4% | $10,010-88.9% | $11,426-90.3% |