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 | $29,053 | $135,635-78.6% | $110,238-73.6% | $135,375-78.5% |
| Participation rate | 90.0% | 83.5%+6.5pp | 79.8%+10.2pp | 82.6%+7.4pp |
| Annual return | -3.48% | 513.19%-516.7pp | 314.74%-318.2pp | 519.73%-523.2pp |
| Employer contribution / active EE | $1,882 | $4,906-61.6% | $3,826-50.8% | $4,779-60.6% |
| Participant deferral / active EE | $4,234 | $5,506-23.1% | $4,672-9.4% | $5,609-24.5% |
| Admin fee / account holder | $671 | $11,457-94.1% | $8,547-92.1% | $10,827-93.8% |