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 | $19,404 | $90,600-78.6% | $79,464-75.6% | $135,375-85.7% |
| Participation rate | 85.7% | 76.0%+9.7pp | 73.3%+12.4pp | 82.6%+3.1pp |
| Annual return | -3.89% | 977.43%-981.3pp | 718.14%-722.0pp | 519.73%-523.6pp |
| Employer contribution / active EE | $2,002 | $3,068-34.7% | $2,800-28.5% | $4,779-58.1% |
| Participant deferral / active EE | $3,561 | $4,050-12.1% | $3,704-3.8% | $5,609-36.5% |
| Admin fee / account holder | $1,235 | $5,907-79.1% | $5,113-75.9% | $10,827-88.6% |