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 | $36,817 | $138,044-73.3% | $125,339-70.6% | $134,475-72.6% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -11.09% | 750.33%-761.4pp | 572.05%-583.1pp | 417.96%-429.1pp |
| Employer contribution / active EE | $7,872 | $5,243+50.1% | $4,814+63.5% | $4,740+66.1% |
| Participant deferral / active EE | $5,657 | $7,799-27.5% | $7,446-24.0% | $6,400-11.6% |
| Admin fee / account holder | $623 | $11,571-94.6% | $10,010-93.8% | $11,426-94.6% |