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 8-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 | $46,824 | $92,703-49.5% | $82,719-43.4% | $134,475-65.2% |
| Participation rate | 77.8% | 75.2%+2.6pp | 72.6%+5.2pp | 81.2%-3.4pp |
| Annual return | -14.40% | 944.92%-959.3pp | 701.18%-715.6pp | 417.96%-432.4pp |
| Employer contribution / active EE | $5,346 | $3,274+63.3% | $3,009+77.7% | $4,740+12.8% |
| Participant deferral / active EE | $2,854 | $4,802-40.6% | $4,395-35.1% | $6,400-55.4% |
| Admin fee / account holder | $2,063 | $5,983-65.5% | $5,329-61.3% | $11,426-81.9% |