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 | $24,233 | $69,763-65.3% | $67,502-64.1% | $74,495-67.5% |
| Participation rate | 84.5% | 71.4%+13.1pp | 72.9%+11.6pp | 67.2%+17.3pp |
| Annual return | 19.90% | -40.34%+60.2pp | 3512.12%-3492.2pp | 1364.94%-1345.0pp |
| Employer contribution / active EE | $677 | $2,704-75.0% | $2,731-75.2% | $2,623-74.2% |
| Participant deferral / active EE | $2,454 | $3,636-32.5% | $4,000-38.7% | $4,346-43.5% |
| Admin fee / account holder | $5,826 | $896+550.4% | $3,998+45.7% | $1,942+200.1% |