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 | $28,262 | $138,044-79.5% | $125,339-77.5% | $134,475-79.0% |
| Participation rate | 90.5% | 84.5%+6.0pp | 82.4%+8.1pp | 81.2%+9.3pp |
| Annual return | -16.51% | 750.33%-766.8pp | 572.05%-588.6pp | 417.96%-434.5pp |
| Employer contribution / active EE | $3,432 | $5,243-34.6% | $4,814-28.7% | $4,740-27.6% |
| Participant deferral / active EE | $5,647 | $7,799-27.6% | $7,446-24.2% | $6,400-11.8% |
| Admin fee / account holder | $1,937 | $11,571-83.3% | $10,010-80.6% | $11,426-83.0% |