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 | $8,084 | $92,703-91.3% | $82,719-90.2% | $134,475-94.0% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -8.40% | 944.92%-953.3pp | 701.18%-709.6pp | 417.96%-426.4pp |
| Employer contribution / active EE | $3,628 | $3,274+10.8% | $3,009+20.6% | $4,740-23.5% |
| Participant deferral / active EE | $4,653 | $4,802-3.1% | $4,395+5.9% | $6,400-27.3% |
| Admin fee / account holder | $1,087 | $5,983-81.8% | $5,329-79.6% | $11,426-90.5% |