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 | $39,154 | $90,600-56.8% | $79,464-50.7% | $135,375-71.1% |
| Participation rate | 87.5% | 76.0%+11.5pp | 73.3%+14.2pp | 82.6%+4.9pp |
| Annual return | -6.93% | 977.43%-984.4pp | 718.14%-725.1pp | 519.73%-526.7pp |
| Employer contribution / active EE | $1,060 | $3,068-65.4% | $2,800-62.1% | $4,779-77.8% |
| Participant deferral / active EE | $4,331 | $4,050+6.9% | $3,704+16.9% | $5,609-22.8% |
| Admin fee / account holder | $4,638 | $5,907-21.5% | $5,113-9.3% | $10,827-57.2% |