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 | $22,906 | $92,703-75.3% | $82,719-72.3% | $134,475-83.0% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -11.43% | 944.92%-956.4pp | 701.18%-712.6pp | 417.96%-429.4pp |
| Employer contribution / active EE | $1,934 | $3,274-40.9% | $3,009-35.7% | $4,740-59.2% |
| Participant deferral / active EE | $2,079 | $4,802-56.7% | $4,395-52.7% | $6,400-67.5% |
| Admin fee / account holder | $558 | $5,983-90.7% | $5,329-89.5% | $11,426-95.1% |