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 9-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 | $37,049 | $135,635-72.7% | $110,238-66.4% | $135,375-72.6% |
| Participation rate | 94.4% | 83.5%+11.0pp | 79.8%+14.6pp | 82.6%+11.8pp |
| Annual return | -6.26% | 513.19%-519.5pp | 314.74%-321.0pp | 519.73%-526.0pp |
| Employer contribution / active EE | $2,905 | $4,906-40.8% | $3,826-24.1% | $4,779-39.2% |
| Participant deferral / active EE | $5,715 | $5,506+3.8% | $4,672+22.3% | $5,609+1.9% |
| Admin fee / account holder | $650 | $11,457-94.3% | $8,547-92.4% | $10,827-94.0% |