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 8-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 | $31,043 | $92,703-66.5% | $82,719-62.5% | $134,475-76.9% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -15.10% | 944.92%-960.0pp | 701.18%-716.3pp | 417.96%-433.1pp |
| Employer contribution / active EE | $1,461 | $3,274-55.4% | $3,009-51.5% | $4,740-69.2% |
| Participant deferral / active EE | $5,822 | $4,802+21.2% | $4,395+32.5% | $6,400-9.0% |
| Admin fee / account holder | $5,015 | $5,983-16.2% | $5,329-5.9% | $11,426-56.1% |