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 | $23,166 | $90,600-74.4% | $79,464-70.8% | $135,375-82.9% |
| Participation rate | 88.9% | 76.0%+12.8pp | 73.3%+15.5pp | 82.6%+6.2pp |
| Annual return | -5.63% | 977.43%-983.1pp | 718.14%-723.8pp | 519.73%-525.4pp |
| Employer contribution / active EE | $2,404 | $3,068-21.7% | $2,800-14.2% | $4,779-49.7% |
| Participant deferral / active EE | $7,362 | $4,050+81.8% | $3,704+98.8% | $5,609+31.3% |
| Admin fee / account holder | $6,952 | $5,907+17.7% | $5,113+36.0% | $10,827-35.8% |