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 | $31,284 | $92,703-66.3% | $82,719-62.2% | $134,475-76.7% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -14.48% | 944.92%-959.4pp | 701.18%-715.7pp | 417.96%-432.4pp |
| Employer contribution / active EE | $1,154 | $3,274-64.8% | $3,009-61.7% | $4,740-75.7% |
| Participant deferral / active EE | $2,793 | $4,802-41.8% | $4,395-36.4% | $6,400-56.4% |
| Admin fee / account holder | $51,969 | $5,983+768.7% | $5,329+875.2% | $11,426+354.8% |