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 | $8,657 | $92,703-90.7% | $82,719-89.5% | $134,475-93.6% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -6.94% | 944.92%-951.9pp | 701.18%-708.1pp | 417.96%-424.9pp |
| Employer contribution / active EE | $1,819 | $3,274-44.4% | $3,009-39.5% | $4,740-61.6% |
| Participant deferral / active EE | $2,790 | $4,802-41.9% | $4,395-36.5% | $6,400-56.4% |
| Admin fee / account holder | $718 | $5,983-88.0% | $5,329-86.5% | $11,426-93.7% |