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 | $26,142 | $138,044-81.1% | $125,339-79.1% | $134,475-80.6% |
| Participation rate | 72.7% | 84.5%-11.8pp | 82.4%-9.6pp | 81.2%-8.5pp |
| Annual return | -19.98% | 750.33%-770.3pp | 572.05%-592.0pp | 417.96%-437.9pp |
| Employer contribution / active EE | $2,392 | $5,243-54.4% | $4,814-50.3% | $4,740-49.5% |
| Participant deferral / active EE | $6,312 | $7,799-19.1% | $7,446-15.2% | $6,400-1.4% |
| Admin fee / account holder | $1,357 | $11,571-88.3% | $10,010-86.4% | $11,426-88.1% |