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 | $14,480 | $92,703-84.4% | $82,719-82.5% | $134,475-89.2% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -16.80% | 944.92%-961.7pp | 701.18%-718.0pp | 417.96%-434.8pp |
| Employer contribution / active EE | $760 | $3,274-76.8% | $3,009-74.7% | $4,740-84.0% |
| Participant deferral / active EE | $2,863 | $4,802-40.4% | $4,395-34.8% | $6,400-55.3% |
| Admin fee / account holder | $403 | $5,983-93.3% | $5,329-92.4% | $11,426-96.5% |