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 | $35,695 | $138,044-74.1% | $125,339-71.5% | $134,475-73.5% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -10.85% | 750.33%-761.2pp | 572.05%-582.9pp | 417.96%-428.8pp |
| Employer contribution / active EE | $4,122 | $5,243-21.4% | $4,814-14.4% | $4,740-13.0% |
| Participant deferral / active EE | $7,794 | $7,799-0.1% | $7,446+4.7% | $6,400+21.8% |
| Admin fee / account holder | $21,891 | $11,571+89.2% | $10,010+118.7% | $11,426+91.6% |