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 | $19,284 | $92,703-79.2% | $82,719-76.7% | $134,475-85.7% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 81.2%+6.3pp |
| Annual return | -18.93% | 944.92%-963.9pp | 701.18%-720.1pp | 417.96%-436.9pp |
| Employer contribution / active EE | $3,576 | $3,274+9.2% | $3,009+18.8% | $4,740-24.6% |
| Participant deferral / active EE | $3,458 | $4,802-28.0% | $4,395-21.3% | $6,400-46.0% |
| Admin fee / account holder | $5,535 | $5,983-7.5% | $5,329+3.9% | $11,426-51.6% |