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 | $33,130 | $180,449-81.6% | $154,107-78.5% | $135,375-75.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.19% | 888.09%-895.3pp | 735.12%-742.3pp | 519.73%-526.9pp |
| Employer contribution / active EE | $2,011 | $6,035-66.7% | $5,298-62.0% | $4,779-57.9% |
| Participant deferral / active EE | $3,559 | $5,806-38.7% | $5,081-29.9% | $5,609-36.5% |
| Admin fee / account holder | $1,724 | $16,143-89.3% | $13,411-87.1% | $10,827-84.1% |