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 | $33,791 | $104,106-67.5% | $71,086-52.5% | $135,375-75.0% |
| Participation rate | 87.5% | 65.7%+21.8pp | 54.7%+32.8pp | 82.6%+4.9pp |
| Annual return | -6.05% | 1256.30%-1262.3pp | 650.59%-656.6pp | 519.73%-525.8pp |
| Employer contribution / active EE | $1,250 | $1,485-15.8% | $1,088+14.9% | $4,779-73.8% |
| Participant deferral / active EE | $4,198 | $2,527+66.1% | $1,874+124.0% | $5,609-25.2% |
| Admin fee / account holder | $3,269 | $4,142-21.1% | $3,082+6.0% | $10,827-69.8% |