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 | $21,830 | $138,044-84.2% | $125,339-82.6% | $134,475-83.8% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -19.28% | 750.33%-769.6pp | 572.05%-591.3pp | 417.96%-437.2pp |
| Employer contribution / active EE | $2,185 | $5,243-58.3% | $4,814-54.6% | $4,740-53.9% |
| Participant deferral / active EE | $5,493 | $7,799-29.6% | $7,446-26.2% | $6,400-14.2% |
| Admin fee / account holder | $1,342 | $11,571-88.4% | $10,010-86.6% | $11,426-88.3% |