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 | $32,571 | $135,635-76.0% | $110,238-70.5% | $135,375-75.9% |
| Participation rate | 88.2% | 83.5%+4.8pp | 79.8%+8.4pp | 82.6%+5.6pp |
| Annual return | -7.52% | 513.19%-520.7pp | 314.74%-322.3pp | 519.73%-527.3pp |
| Employer contribution / active EE | $0 | $4,906-100.0% | $3,826-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,853 | $5,506-30.0% | $4,672-17.5% | $5,609-31.3% |
| Admin fee / account holder | $1,467 | $11,457-87.2% | $8,547-82.8% | $10,827-86.5% |