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 | $36,689 | $129,942-71.8% | $104,294-64.8% | $134,475-72.7% |
| Participation rate | 87.5% | 79.5%+8.0pp | 73.3%+14.2pp | 81.2%+6.3pp |
| Annual return | -19.52% | 42.03%-61.6pp | 24.61%-44.1pp | 417.96%-437.5pp |
| Employer contribution / active EE | $1,786 | $4,184-57.3% | $3,372-47.0% | $4,740-62.3% |
| Participant deferral / active EE | $2,420 | $5,588-56.7% | $4,625-47.7% | $6,400-62.2% |
| Admin fee / account holder | $443 | $9,323-95.3% | $7,339-94.0% | $11,426-96.1% |