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 | $95,404 | $54,350+75.5% | $82,719+15.3% | $68,494+39.3% |
| Participation rate | 93.6% | 63.9%+29.7pp | 72.6%+21.1pp | 67.9%+25.7pp |
| Annual return | -14.33% | -13.67%-0.7pp | 701.18%-715.5pp | -7.84%-6.5pp |
| Employer contribution / active EE | $1,171 | $2,218-47.2% | $3,009-61.1% | $2,596-54.9% |
| Participant deferral / active EE | $0 | $3,246-100.0% | $4,395-100.0% | $4,027-100.0% |
| Admin fee / account holder | $15,729 | $4,395+257.8% | $5,329+195.2% | $5,403+191.1% |