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 | $28,954 | $180,449-84.0% | $154,107-81.2% | $135,375-78.6% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | -2.62% | 888.09%-890.7pp | 735.12%-737.7pp | 519.73%-522.3pp |
| Employer contribution / active EE | $1,892 | $6,035-68.7% | $5,298-64.3% | $4,779-60.4% |
| Participant deferral / active EE | $6,541 | $5,806+12.7% | $5,081+28.8% | $5,609+16.6% |
| Admin fee / account holder | $1,027 | $16,143-93.6% | $13,411-92.3% | $10,827-90.5% |