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 9-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 | $38,994 | $133,958-70.9% | $112,228-65.3% | $134,475-71.0% |
| Participation rate | 95.5% | 78.6%+16.9pp | 75.1%+20.4pp | 81.2%+14.2pp |
| Annual return | -18.13% | 47.11%-65.2pp | 27.45%-45.6pp | 417.96%-436.1pp |
| Employer contribution / active EE | $2,427 | $4,038-39.9% | $3,635-33.2% | $4,740-48.8% |
| Participant deferral / active EE | $6,663 | $5,291+25.9% | $4,728+40.9% | $6,400+4.1% |
| Admin fee / account holder | $4,229 | $7,489-43.5% | $6,410-34.0% | $11,426-63.0% |