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 | $16,781 | $104,106-83.9% | $71,086-76.4% | $135,375-87.6% |
| Participation rate | 75.0% | 65.7%+9.3pp | 54.7%+20.3pp | 82.6%-7.6pp |
| Annual return | -12.15% | 1256.30%-1268.4pp | 650.59%-662.7pp | 519.73%-531.9pp |
| Employer contribution / active EE | $2,101 | $1,485+41.5% | $1,088+93.1% | $4,779-56.0% |
| Participant deferral / active EE | $2,820 | $2,527+11.6% | $1,874+50.5% | $5,609-49.7% |
| Admin fee / account holder | $352 | $4,142-91.5% | $3,082-88.6% | $10,827-96.7% |