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 8-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 | $34,670 | $152,509-77.3% | $117,472-70.5% | $134,475-74.2% |
| Participation rate | 91.7% | 77.1%+14.6pp | 70.6%+21.1pp | 81.2%+10.4pp |
| Annual return | -17.46% | 52.99%-70.4pp | 29.74%-47.2pp | 417.96%-435.4pp |
| Employer contribution / active EE | $3,980 | $5,571-28.6% | $4,176-4.7% | $4,740-16.0% |
| Participant deferral / active EE | $6,896 | $4,818+43.1% | $4,070+69.4% | $6,400+7.8% |
| Admin fee / account holder | $489 | $7,004-93.0% | $5,645-91.3% | $11,426-95.7% |