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 | $66,370 | $92,703-28.4% | $82,719-19.8% | $134,475-50.6% |
| Participation rate | 70.0% | 75.2%-5.2pp | 72.6%-2.6pp | 81.2%-11.2pp |
| Annual return | -13.27% | 944.92%-958.2pp | 701.18%-714.4pp | 417.96%-431.2pp |
| Employer contribution / active EE | $1,333 | $3,274-59.3% | $3,009-55.7% | $4,740-71.9% |
| Participant deferral / active EE | $3,148 | $4,802-34.4% | $4,395-28.4% | $6,400-50.8% |
| Admin fee / account holder | $1,824 | $5,983-69.5% | $5,329-65.8% | $11,426-84.0% |