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 | $31,887 | $97,757-67.4% | $83,848-62.0% | $135,375-76.4% |
| Participation rate | 87.5% | 80.0%+7.5pp | 76.1%+11.4pp | 82.6%+4.9pp |
| Annual return | -8.98% | 1287.37%-1296.3pp | 850.88%-859.9pp | 519.73%-528.7pp |
| Employer contribution / active EE | $1,551 | $4,222-63.3% | $3,631-57.3% | $4,779-67.5% |
| Participant deferral / active EE | $4,052 | $4,682-13.5% | $4,082-0.7% | $5,609-27.8% |
| Admin fee / account holder | $506 | $6,674-92.4% | $5,478-90.8% | $10,827-95.3% |