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 | $35,692 | $92,703-61.5% | $82,719-56.9% | $134,475-73.5% |
| Participation rate | 94.7% | 75.2%+19.5pp | 72.6%+22.2pp | 81.2%+13.5pp |
| Annual return | -8.70% | 944.92%-953.6pp | 701.18%-709.9pp | 417.96%-426.7pp |
| Employer contribution / active EE | $5,321 | $3,274+62.5% | $3,009+76.8% | $4,740+12.3% |
| Participant deferral / active EE | $10,496 | $4,802+118.6% | $4,395+138.8% | $6,400+64.0% |
| Admin fee / account holder | $3,610 | $5,983-39.7% | $5,329-32.2% | $11,426-68.4% |