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 | $29,691 | $138,044-78.5% | $125,339-76.3% | $134,475-77.9% |
| Participation rate | 90.5% | 84.5%+6.0pp | 82.4%+8.1pp | 81.2%+9.3pp |
| Annual return | -19.18% | 750.33%-769.5pp | 572.05%-591.2pp | 417.96%-437.1pp |
| Employer contribution / active EE | $2,685 | $5,243-48.8% | $4,814-44.2% | $4,740-43.4% |
| Participant deferral / active EE | $4,107 | $7,799-47.3% | $7,446-44.8% | $6,400-35.8% |
| Admin fee / account holder | $2,449 | $11,571-78.8% | $10,010-75.5% | $11,426-78.6% |