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 | $32,780 | $97,757-66.5% | $83,848-60.9% | $135,375-75.8% |
| Participation rate | 93.3% | 80.0%+13.4pp | 76.1%+17.2pp | 82.6%+10.7pp |
| Annual return | -6.88% | 1287.37%-1294.2pp | 850.88%-857.8pp | 519.73%-526.6pp |
| Employer contribution / active EE | $2,015 | $4,222-52.3% | $3,631-44.5% | $4,779-57.8% |
| Participant deferral / active EE | $5,422 | $4,682+15.8% | $4,082+32.9% | $5,609-3.3% |
| Admin fee / account holder | $597 | $6,674-91.1% | $5,478-89.1% | $10,827-94.5% |