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 | $35,168 | $106,543-67.0% | $91,220-61.4% | $134,475-73.8% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.2%+1.8pp | 81.2%-6.2pp |
| Annual return | -19.73% | 160.60%-180.3pp | 114.01%-133.7pp | 417.96%-437.7pp |
| Employer contribution / active EE | $7,092 | $3,331+112.9% | $2,850+148.8% | $4,740+49.6% |
| Participant deferral / active EE | $2,723 | $4,719-42.3% | $4,234-35.7% | $6,400-57.4% |
| Admin fee / account holder | $725 | $6,231-88.4% | $5,420-86.6% | $11,426-93.7% |