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 | $17,708 | $138,044-87.2% | $125,339-85.9% | $134,475-86.8% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -17.73% | 750.33%-768.1pp | 572.05%-589.8pp | 417.96%-435.7pp |
| Employer contribution / active EE | $3,751 | $5,243-28.5% | $4,814-22.1% | $4,740-20.9% |
| Participant deferral / active EE | $8,982 | $7,799+15.2% | $7,446+20.6% | $6,400+40.4% |
| Admin fee / account holder | $2,519 | $11,571-78.2% | $10,010-74.8% | $11,426-78.0% |