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 | $50,038 | $92,703-46.0% | $82,719-39.5% | $134,475-62.8% |
| Participation rate | 92.3% | 75.2%+17.1pp | 72.6%+19.8pp | 81.2%+11.1pp |
| Annual return | -18.75% | 944.92%-963.7pp | 701.18%-719.9pp | 417.96%-436.7pp |
| Employer contribution / active EE | $2,129 | $3,274-35.0% | $3,009-29.2% | $4,740-55.1% |
| Participant deferral / active EE | $4,266 | $4,802-11.2% | $4,395-2.9% | $6,400-33.3% |
| Admin fee / account holder | $769 | $5,983-87.1% | $5,329-85.6% | $11,426-93.3% |