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 | $29,551 | $190,805-84.5% | $159,960-81.5% | $134,475-78.0% |
| Participation rate | 87.5% | 81.9%+5.6pp | 78.0%+9.5pp | 81.2%+6.3pp |
| Annual return | -17.84% | 552.23%-570.1pp | 408.60%-426.4pp | 417.96%-435.8pp |
| Employer contribution / active EE | $3,400 | $4,995-31.9% | $4,226-19.5% | $4,740-28.3% |
| Participant deferral / active EE | $5,519 | $6,923-20.3% | $6,182-10.7% | $6,400-13.8% |
| Admin fee / account holder | $1,363 | $10,471-87.0% | $8,698-84.3% | $11,426-88.1% |