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 | $35,106 | $138,044-74.6% | $125,339-72.0% | $134,475-73.9% |
| Participation rate | 73.3% | 84.5%-11.2pp | 82.4%-9.0pp | 81.2%-7.9pp |
| Annual return | -16.10% | 750.33%-766.4pp | 572.05%-588.2pp | 417.96%-434.1pp |
| Employer contribution / active EE | $1,591 | $5,243-69.7% | $4,814-66.9% | $4,740-66.4% |
| Participant deferral / active EE | $4,154 | $7,799-46.7% | $7,446-44.2% | $6,400-35.1% |
| Admin fee / account holder | $4,179 | $11,571-63.9% | $10,010-58.2% | $11,426-63.4% |