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 | $17,584 | $92,703-81.0% | $82,719-78.7% | $134,475-86.9% |
| Participation rate | 70.8% | 75.2%-4.4pp | 72.6%-1.7pp | 81.2%-10.4pp |
| Annual return | -18.08% | 944.92%-963.0pp | 701.18%-719.3pp | 417.96%-436.0pp |
| Employer contribution / active EE | $795 | $3,274-75.7% | $3,009-73.6% | $4,740-83.2% |
| Participant deferral / active EE | $2,925 | $4,802-39.1% | $4,395-33.4% | $6,400-54.3% |
| Admin fee / account holder | $759 | $5,983-87.3% | $5,329-85.8% | $11,426-93.4% |