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 9-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 | $24,582 | $92,703-73.5% | $82,719-70.3% | $134,475-81.7% |
| Participation rate | 93.3% | 75.2%+18.1pp | 72.6%+20.8pp | 81.2%+12.1pp |
| Annual return | -19.03% | 944.92%-963.9pp | 701.18%-720.2pp | 417.96%-437.0pp |
| Employer contribution / active EE | $2,026 | $3,274-38.1% | $3,009-32.7% | $4,740-57.3% |
| Participant deferral / active EE | $4,996 | $4,802+4.0% | $4,395+13.7% | $6,400-21.9% |
| Admin fee / account holder | $2,676 | $5,983-55.3% | $5,329-49.8% | $11,426-76.6% |