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 | $35,083 | $138,044-74.6% | $125,339-72.0% | $134,475-73.9% |
| Participation rate | 86.4% | 84.5%+1.9pp | 82.4%+4.0pp | 81.2%+5.1pp |
| Annual return | -16.59% | 750.33%-766.9pp | 572.05%-588.6pp | 417.96%-434.6pp |
| Employer contribution / active EE | $7,885 | $5,243+50.4% | $4,814+63.8% | $4,740+66.4% |
| Participant deferral / active EE | $6,952 | $7,799-10.9% | $7,446-6.6% | $6,400+8.6% |
| Admin fee / account holder | $4,459 | $11,571-61.5% | $10,010-55.4% | $11,426-61.0% |