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 | $24,606 | $138,044-82.2% | $125,339-80.4% | $134,475-81.7% |
| Participation rate | 95.5% | 84.5%+11.0pp | 82.4%+13.1pp | 81.2%+14.2pp |
| Annual return | -15.03% | 750.33%-765.4pp | 572.05%-587.1pp | 417.96%-433.0pp |
| Employer contribution / active EE | $2,164 | $5,243-58.7% | $4,814-55.1% | $4,740-54.3% |
| Participant deferral / active EE | $5,074 | $7,799-34.9% | $7,446-31.9% | $6,400-20.7% |
| Admin fee / account holder | $7,253 | $11,571-37.3% | $10,010-27.5% | $11,426-36.5% |