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 | $39,416 | $180,449-78.2% | $154,107-74.4% | $135,375-70.9% |
| Participation rate | 95.7% | 87.4%+8.2pp | 83.0%+12.6pp | 82.6%+13.0pp |
| Annual return | -8.24% | 888.09%-896.3pp | 735.12%-743.4pp | 519.73%-528.0pp |
| Employer contribution / active EE | $1,824 | $6,035-69.8% | $5,298-65.6% | $4,779-61.8% |
| Participant deferral / active EE | $4,936 | $5,806-15.0% | $5,081-2.9% | $5,609-12.0% |
| Admin fee / account holder | $2,599 | $16,143-83.9% | $13,411-80.6% | $10,827-76.0% |