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 | $34,425 | $90,600-62.0% | $79,464-56.7% | $135,375-74.6% |
| Participation rate | 81.8% | 76.0%+5.8pp | 73.3%+8.5pp | 82.6%-0.8pp |
| Annual return | -8.40% | 977.43%-985.8pp | 718.14%-726.5pp | 519.73%-528.1pp |
| Employer contribution / active EE | $3,176 | $3,068+3.5% | $2,800+13.4% | $4,779-33.5% |
| Participant deferral / active EE | $7,356 | $4,050+81.6% | $3,704+98.6% | $5,609+31.1% |
| Admin fee / account holder | $1,138 | $5,907-80.7% | $5,113-77.7% | $10,827-89.5% |