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 | $20,268 | $92,703-78.1% | $82,719-75.5% | $134,475-84.9% |
| Participation rate | 94.4% | 75.2%+19.3pp | 72.6%+21.9pp | 81.2%+13.2pp |
| Annual return | -16.15% | 944.92%-961.1pp | 701.18%-717.3pp | 417.96%-434.1pp |
| Employer contribution / active EE | $1,426 | $3,274-56.5% | $3,009-52.6% | $4,740-69.9% |
| Participant deferral / active EE | $6,501 | $4,802+35.4% | $4,395+47.9% | $6,400+1.6% |
| Admin fee / account holder | $3,727 | $5,983-37.7% | $5,329-30.1% | $11,426-67.4% |