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 9-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 | $14,509 | $92,703-84.3% | $82,719-82.5% | $134,475-89.2% |
| Participation rate | 77.8% | 75.2%+2.6pp | 72.6%+5.2pp | 81.2%-3.4pp |
| Annual return | -19.05% | 944.92%-964.0pp | 701.18%-720.2pp | 417.96%-437.0pp |
| Employer contribution / active EE | $1,784 | $3,274-45.5% | $3,009-40.7% | $4,740-62.4% |
| Participant deferral / active EE | $2,906 | $4,802-39.5% | $4,395-33.9% | $6,400-54.6% |
| Admin fee / account holder | $847 | $5,983-85.8% | $5,329-84.1% | $11,426-92.6% |