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 6-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 | $32,657 | $190,805-82.9% | $159,960-79.6% | $134,475-75.7% |
| Participation rate | 95.0% | 81.9%+13.1pp | 78.0%+17.0pp | 81.2%+13.8pp |
| Annual return | -16.63% | 552.23%-568.9pp | 408.60%-425.2pp | 417.96%-434.6pp |
| Employer contribution / active EE | $4,318 | $4,995-13.6% | $4,226+2.2% | $4,740-8.9% |
| Participant deferral / active EE | $10,305 | $6,923+48.9% | $6,182+66.7% | $6,400+61.0% |
| Admin fee / account holder | $13,592 | $10,471+29.8% | $8,698+56.3% | $11,426+19.0% |