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 | $35,535 | $138,044-74.3% | $125,339-71.6% | $134,475-73.6% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -13.58% | 750.33%-763.9pp | 572.05%-585.6pp | 417.96%-431.5pp |
| Employer contribution / active EE | $2,226 | $5,243-57.5% | $4,814-53.8% | $4,740-53.0% |
| Participant deferral / active EE | $5,400 | $7,799-30.8% | $7,446-27.5% | $6,400-15.6% |
| Admin fee / account holder | $820 | $11,571-92.9% | $10,010-91.8% | $11,426-92.8% |