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 | $30,150 | $190,805-84.2% | $159,960-81.2% | $134,475-77.6% |
| Participation rate | 94.1% | 81.9%+12.2pp | 78.0%+16.2pp | 81.2%+12.9pp |
| Annual return | -15.73% | 552.23%-568.0pp | 408.60%-424.3pp | 417.96%-433.7pp |
| Employer contribution / active EE | $1,784 | $4,995-64.3% | $4,226-57.8% | $4,740-62.4% |
| Participant deferral / active EE | $5,561 | $6,923-19.7% | $6,182-10.0% | $6,400-13.1% |
| Admin fee / account holder | $16,470 | $10,471+57.3% | $8,698+89.4% | $11,426+44.1% |