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 | $44,195 | $92,703-52.3% | $82,719-46.6% | $134,475-67.1% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -12.43% | 944.92%-957.3pp | 701.18%-713.6pp | 417.96%-430.4pp |
| Employer contribution / active EE | $2,399 | $3,274-26.7% | $3,009-20.3% | $4,740-49.4% |
| Participant deferral / active EE | $3,509 | $4,802-26.9% | $4,395-20.2% | $6,400-45.2% |
| Admin fee / account holder | $3,657 | $5,983-38.9% | $5,329-31.4% | $11,426-68.0% |