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 7-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 | $31,427 | $190,805-83.5% | $159,960-80.4% | $134,475-76.6% |
| Participation rate | 92.9% | 81.9%+10.9pp | 78.0%+14.9pp | 81.2%+11.6pp |
| Annual return | -19.98% | 552.23%-572.2pp | 408.60%-428.6pp | 417.96%-437.9pp |
| Employer contribution / active EE | $1,826 | $4,995-63.5% | $4,226-56.8% | $4,740-61.5% |
| Participant deferral / active EE | $8,082 | $6,923+16.7% | $6,182+30.7% | $6,400+26.3% |
| Admin fee / account holder | $618 | $10,471-94.1% | $8,698-92.9% | $11,426-94.6% |