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 | $34,430 | $138,065-75.1% | $123,544-72.1% | $135,375-74.6% |
| Participation rate | 92.3% | 84.7%+7.6pp | 82.3%+10.0pp | 82.6%+9.7pp |
| Annual return | -7.25% | 153.68%-160.9pp | 119.20%-126.4pp | 519.73%-527.0pp |
| Employer contribution / active EE | $1,336 | $5,151-74.1% | $4,628-71.1% | $4,779-72.0% |
| Participant deferral / active EE | $5,676 | $6,799-16.5% | $6,426-11.7% | $5,609+1.2% |
| Admin fee / account holder | $16,049 | $10,916+47.0% | $9,284+72.9% | $10,827+48.2% |