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 | $39,039 | $97,757-60.1% | $83,848-53.4% | $135,375-71.2% |
| Participation rate | 90.5% | 80.0%+10.5pp | 76.1%+14.3pp | 82.6%+7.8pp |
| Annual return | -1.77% | 1287.37%-1289.1pp | 850.88%-852.6pp | 519.73%-521.5pp |
| Employer contribution / active EE | $1,268 | $4,222-70.0% | $3,631-65.1% | $4,779-73.5% |
| Participant deferral / active EE | $1,719 | $4,682-63.3% | $4,082-57.9% | $5,609-69.4% |
| Admin fee / account holder | $34,647 | $6,674+419.1% | $5,478+532.5% | $10,827+220.0% |