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 | $37,451 | $92,703-59.6% | $82,719-54.7% | $134,475-72.2% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -14.50% | 944.92%-959.4pp | 701.18%-715.7pp | 417.96%-432.5pp |
| Employer contribution / active EE | $5,214 | $3,274+59.3% | $3,009+73.3% | $4,740+10.0% |
| Participant deferral / active EE | $5,867 | $4,802+22.2% | $4,395+33.5% | $6,400-8.3% |
| Admin fee / account holder | $4,101 | $5,983-31.5% | $5,329-23.1% | $11,426-64.1% |