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 | $40,862 | $138,044-70.4% | $125,339-67.4% | $134,475-69.6% |
| Participation rate | 86.7% | 84.5%+2.2pp | 82.4%+4.3pp | 81.2%+5.4pp |
| Annual return | -18.61% | 750.33%-768.9pp | 572.05%-590.7pp | 417.96%-436.6pp |
| Employer contribution / active EE | $2,657 | $5,243-49.3% | $4,814-44.8% | $4,740-43.9% |
| Participant deferral / active EE | $4,802 | $7,799-38.4% | $7,446-35.5% | $6,400-25.0% |
| Admin fee / account holder | $473 | $11,571-95.9% | $10,010-95.3% | $11,426-95.9% |