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 | $35,944 | $84,402-57.4% | $61,373-41.4% | $134,475-73.3% |
| Participation rate | 91.7% | 62.2%+29.5pp | 52.6%+39.1pp | 81.2%+10.4pp |
| Annual return | -19.38% | 584.55%-603.9pp | 338.61%-358.0pp | 417.96%-437.3pp |
| Employer contribution / active EE | $1,830 | $1,544+18.5% | $1,159+57.8% | $4,740-61.4% |
| Participant deferral / active EE | $3,944 | $2,819+39.9% | $2,125+85.6% | $6,400-38.4% |
| Admin fee / account holder | $1,540 | $2,585-40.4% | $2,130-27.7% | $11,426-86.5% |