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 | $17,664 | $92,703-80.9% | $82,719-78.6% | $134,475-86.9% |
| Participation rate | 86.7% | 75.2%+11.5pp | 72.6%+14.1pp | 81.2%+5.4pp |
| Annual return | -17.58% | 944.92%-962.5pp | 701.18%-718.8pp | 417.96%-435.5pp |
| Employer contribution / active EE | $1,031 | $3,274-68.5% | $3,009-65.7% | $4,740-78.2% |
| Participant deferral / active EE | $3,968 | $4,802-17.4% | $4,395-9.7% | $6,400-38.0% |
| Admin fee / account holder | $2,149 | $5,983-64.1% | $5,329-59.7% | $11,426-81.2% |