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 7-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 | $35,283 | $84,402-58.2% | $61,373-42.5% | $134,475-73.8% |
| Participation rate | 80.0% | 62.2%+17.8pp | 52.6%+27.4pp | 81.2%-1.2pp |
| Annual return | -20.03% | 584.55%-604.6pp | 338.61%-358.6pp | 417.96%-438.0pp |
| Employer contribution / active EE | $1,731 | $1,544+12.1% | $1,159+49.3% | $4,740-63.5% |
| Participant deferral / active EE | $8,217 | $2,819+191.5% | $2,125+286.7% | $6,400+28.4% |
| Admin fee / account holder | $383 | $2,585-85.2% | $2,130-82.0% | $11,426-96.7% |