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 | $36,307 | $138,044-73.7% | $125,339-71.0% | $134,475-73.0% |
| Participation rate | 93.8% | 84.5%+9.3pp | 82.4%+11.4pp | 81.2%+12.5pp |
| Annual return | -11.54% | 750.33%-761.9pp | 572.05%-583.6pp | 417.96%-429.5pp |
| Employer contribution / active EE | $2,757 | $5,243-47.4% | $4,814-42.7% | $4,740-41.8% |
| Participant deferral / active EE | $4,022 | $7,799-48.4% | $7,446-46.0% | $6,400-37.2% |
| Admin fee / account holder | $533 | $11,571-95.4% | $10,010-94.7% | $11,426-95.3% |