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 | $57,301 | $92,703-38.2% | $82,719-30.7% | $134,475-57.4% |
| Participation rate | 81.0% | 75.2%+5.8pp | 72.6%+8.4pp | 81.2%-0.3pp |
| Annual return | -13.19% | 944.92%-958.1pp | 701.18%-714.4pp | 417.96%-431.2pp |
| Employer contribution / active EE | $2,034 | $3,274-37.9% | $3,009-32.4% | $4,740-57.1% |
| Participant deferral / active EE | $4,427 | $4,802-7.8% | $4,395+0.7% | $6,400-30.8% |
| Admin fee / account holder | $24,704 | $5,983+312.9% | $5,329+363.6% | $11,426+116.2% |