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 | $74,117 | $92,703-20.0% | $82,719-10.4% | $134,475-44.9% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -18.79% | 944.92%-963.7pp | 701.18%-720.0pp | 417.96%-436.8pp |
| Employer contribution / active EE | $1,405 | $3,274-57.1% | $3,009-53.3% | $4,740-70.4% |
| Participant deferral / active EE | $1,878 | $4,802-60.9% | $4,395-57.3% | $6,400-70.7% |
| Admin fee / account holder | $495 | $5,983-91.7% | $5,329-90.7% | $11,426-95.7% |