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 | $28,727 | $88,594-67.6% | $70,092-59.0% | $134,475-78.6% |
| Participation rate | 91.7% | 74.9%+16.7pp | 70.5%+21.2pp | 81.2%+10.4pp |
| Annual return | -14.29% | 442.67%-457.0pp | 190.73%-205.0pp | 417.96%-432.3pp |
| Employer contribution / active EE | $3,816 | $3,233+18.0% | $2,559+49.1% | $4,740-19.5% |
| Participant deferral / active EE | $4,035 | $4,772-15.4% | $3,849+4.8% | $6,400-36.9% |
| Admin fee / account holder | $816 | $10,441-92.2% | $6,267-87.0% | $11,426-92.9% |