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 | $42,841 | $92,703-53.8% | $82,719-48.2% | $134,475-68.1% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -16.43% | 944.92%-961.4pp | 701.18%-717.6pp | 417.96%-434.4pp |
| Employer contribution / active EE | $1,591 | $3,274-51.4% | $3,009-47.1% | $4,740-66.4% |
| Participant deferral / active EE | $2,206 | $4,802-54.1% | $4,395-49.8% | $6,400-65.5% |
| Admin fee / account holder | $744 | $5,983-87.6% | $5,329-86.0% | $11,426-93.5% |