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 | $38,278 | $138,044-72.3% | $125,339-69.5% | $134,475-71.5% |
| Participation rate | 95.7% | 84.5%+11.2pp | 82.4%+13.3pp | 81.2%+14.4pp |
| Annual return | -13.87% | 750.33%-764.2pp | 572.05%-585.9pp | 417.96%-431.8pp |
| Employer contribution / active EE | $1,725 | $5,243-67.1% | $4,814-64.2% | $4,740-63.6% |
| Participant deferral / active EE | $4,189 | $7,799-46.3% | $7,446-43.7% | $6,400-34.5% |
| Admin fee / account holder | $408 | $11,571-96.5% | $10,010-95.9% | $11,426-96.4% |