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 | $24,014 | $138,044-82.6% | $125,339-80.8% | $134,475-82.1% |
| Participation rate | 95.2% | 84.5%+10.8pp | 82.4%+12.9pp | 81.2%+14.0pp |
| Annual return | -17.27% | 750.33%-767.6pp | 572.05%-589.3pp | 417.96%-435.2pp |
| Employer contribution / active EE | $3,325 | $5,243-36.6% | $4,814-30.9% | $4,740-29.8% |
| Participant deferral / active EE | $8,123 | $7,799+4.2% | $7,446+9.1% | $6,400+26.9% |
| Admin fee / account holder | $763 | $11,571-93.4% | $10,010-92.4% | $11,426-93.3% |