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 | $42,796 | $101,283-57.7% | $75,826-43.6% | $135,375-68.4% |
| Participation rate | 70.0% | 72.7%-2.7pp | 68.2%+1.8pp | 82.6%-12.6pp |
| Annual return | -6.63% | 3384.62%-3391.3pp | 1914.15%-1920.8pp | 519.73%-526.4pp |
| Employer contribution / active EE | $0 | $2,382-100.0% | $1,913-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,788 | $3,469-48.5% | $2,862-37.5% | $5,609-68.1% |
| Admin fee / account holder | $557 | $6,539-91.5% | $4,726-88.2% | $10,827-94.9% |