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 | $25,005 | $92,703-73.0% | $82,719-69.8% | $134,475-81.4% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -19.41% | 944.92%-964.3pp | 701.18%-720.6pp | 417.96%-437.4pp |
| Employer contribution / active EE | $1,209 | $3,274-63.1% | $3,009-59.8% | $4,740-74.5% |
| Participant deferral / active EE | $2,402 | $4,802-50.0% | $4,395-45.3% | $6,400-62.5% |
| Admin fee / account holder | $399 | $5,983-93.3% | $5,329-92.5% | $11,426-96.5% |