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 | $37,584 | $92,703-59.5% | $82,719-54.6% | $134,475-72.1% |
| Participation rate | 88.9% | 75.2%+13.7pp | 72.6%+16.3pp | 81.2%+7.7pp |
| Annual return | -16.50% | 944.92%-961.4pp | 701.18%-717.7pp | 417.96%-434.5pp |
| Employer contribution / active EE | $2,284 | $3,274-30.2% | $3,009-24.1% | $4,740-51.8% |
| Participant deferral / active EE | $1,134 | $4,802-76.4% | $4,395-74.2% | $6,400-82.3% |
| Admin fee / account holder | $509 | $5,983-91.5% | $5,329-90.5% | $11,426-95.5% |