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 | $38,051 | $138,044-72.4% | $125,339-69.6% | $134,475-71.7% |
| Participation rate | 84.6% | 84.5%+0.1pp | 82.4%+2.2pp | 81.2%+3.4pp |
| Annual return | -17.14% | 750.33%-767.5pp | 572.05%-589.2pp | 417.96%-435.1pp |
| Employer contribution / active EE | $1,380 | $5,243-73.7% | $4,814-71.3% | $4,740-70.9% |
| Participant deferral / active EE | $7,488 | $7,799-4.0% | $7,446+0.6% | $6,400+17.0% |
| Admin fee / account holder | $694 | $11,571-94.0% | $10,010-93.1% | $11,426-93.9% |