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 9-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 | $36,356 | $92,703-60.8% | $82,719-56.0% | $134,475-73.0% |
| Participation rate | 70.0% | 75.2%-5.2pp | 72.6%-2.6pp | 81.2%-11.2pp |
| Annual return | -15.91% | 944.92%-960.8pp | 701.18%-717.1pp | 417.96%-433.9pp |
| Employer contribution / active EE | $2,582 | $3,274-21.1% | $3,009-14.2% | $4,740-45.5% |
| Participant deferral / active EE | $3,688 | $4,802-23.2% | $4,395-16.1% | $6,400-42.4% |
| Admin fee / account holder | $343 | $5,983-94.3% | $5,329-93.6% | $11,426-97.0% |