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 | $32,711 | $138,065-76.3% | $123,544-73.5% | $135,375-75.8% |
| Participation rate | 91.7% | 84.7%+6.9pp | 82.3%+9.4pp | 82.6%+9.0pp |
| Annual return | -6.69% | 153.68%-160.4pp | 119.20%-125.9pp | 519.73%-526.4pp |
| Employer contribution / active EE | $1,505 | $5,151-70.8% | $4,628-67.5% | $4,779-68.5% |
| Participant deferral / active EE | $6,521 | $6,799-4.1% | $6,426+1.5% | $5,609+16.3% |
| Admin fee / account holder | $1,038 | $10,916-90.5% | $9,284-88.8% | $10,827-90.4% |