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 | $37,778 | $133,958-71.8% | $112,228-66.3% | $134,475-71.9% |
| Participation rate | 91.7% | 78.6%+13.1pp | 75.1%+16.6pp | 81.2%+10.4pp |
| Annual return | -11.98% | 47.11%-59.1pp | 27.45%-39.4pp | 417.96%-429.9pp |
| Employer contribution / active EE | $11,214 | $4,038+177.7% | $3,635+208.5% | $4,740+136.6% |
| Participant deferral / active EE | $3,896 | $5,291-26.4% | $4,728-17.6% | $6,400-39.1% |
| Admin fee / account holder | $14,583 | $7,489+94.7% | $6,410+127.5% | $11,426+27.6% |