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 | $48,561 | $92,703-47.6% | $82,719-41.3% | $134,475-63.9% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -13.87% | 944.92%-958.8pp | 701.18%-715.1pp | 417.96%-431.8pp |
| Employer contribution / active EE | $3,227 | $3,274-1.4% | $3,009+7.3% | $4,740-31.9% |
| Participant deferral / active EE | $6,097 | $4,802+27.0% | $4,395+38.7% | $6,400-4.7% |
| Admin fee / account holder | $11,904 | $5,983+99.0% | $5,329+123.4% | $11,426+4.2% |