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 | $37,484 | $106,543-64.8% | $91,220-58.9% | $134,475-72.1% |
| Participation rate | 93.3% | 76.8%+16.5pp | 73.2%+20.1pp | 81.2%+12.1pp |
| Annual return | -17.70% | 160.60%-178.3pp | 114.01%-131.7pp | 417.96%-435.7pp |
| Employer contribution / active EE | $1,458 | $3,331-56.2% | $2,850-48.8% | $4,740-69.2% |
| Participant deferral / active EE | $1,557 | $4,719-67.0% | $4,234-63.2% | $6,400-75.7% |
| Admin fee / account holder | $4,000 | $6,231-35.8% | $5,420-26.2% | $11,426-65.0% |