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 | $19,801 | $138,044-85.7% | $125,339-84.2% | $134,475-85.3% |
| Participation rate | 93.3% | 84.5%+8.8pp | 82.4%+11.0pp | 81.2%+12.1pp |
| Annual return | -11.64% | 750.33%-762.0pp | 572.05%-583.7pp | 417.96%-429.6pp |
| Employer contribution / active EE | $2,092 | $5,243-60.1% | $4,814-56.5% | $4,740-55.9% |
| Participant deferral / active EE | $4,585 | $7,799-41.2% | $7,446-38.4% | $6,400-28.4% |
| Admin fee / account holder | $3,557 | $11,571-69.3% | $10,010-64.5% | $11,426-68.9% |