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 9-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 | $20,590 | $138,065-85.1% | $123,544-83.3% | $135,375-84.8% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -9.20% | 153.68%-162.9pp | 119.20%-128.4pp | 519.73%-528.9pp |
| Employer contribution / active EE | $2,419 | $5,151-53.0% | $4,628-47.7% | $4,779-49.4% |
| Participant deferral / active EE | $4,527 | $6,799-33.4% | $6,426-29.6% | $5,609-19.3% |
| Admin fee / account holder | $526 | $10,916-95.2% | $9,284-94.3% | $10,827-95.1% |