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 | $20,295 | $84,695-76.0% | $73,843-72.5% | $125,391-83.8% |
| Participation rate | 85.7% | 76.8%+9.0pp | 73.4%+12.3pp | 83.2%+2.5pp |
| Annual return | -1.53% | 3123.53%-3125.1pp | 2267.84%-2269.4pp | 282.22%-283.8pp |
| Employer contribution / active EE | $763 | $3,123-75.6% | $2,787-72.6% | $4,866-84.3% |
| Participant deferral / active EE | $3,274 | $3,992-18.0% | $3,583-8.6% | $5,352-38.8% |
| Admin fee / account holder | $807 | $5,691-85.8% | $4,880-83.5% | $9,540-91.5% |