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 | $38,311 | $138,044-72.2% | $125,339-69.4% | $134,475-71.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.73% | 750.33%-767.1pp | 572.05%-588.8pp | 417.96%-434.7pp |
| Employer contribution / active EE | $1,707 | $5,243-67.4% | $4,814-64.5% | $4,740-64.0% |
| Participant deferral / active EE | $5,168 | $7,799-33.7% | $7,446-30.6% | $6,400-19.2% |
| Admin fee / account holder | $1,266 | $11,571-89.1% | $10,010-87.4% | $11,426-88.9% |