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 | $32,090 | $92,703-65.4% | $82,719-61.2% | $134,475-76.1% |
| Participation rate | 71.4% | 75.2%-3.8pp | 72.6%-1.1pp | 81.2%-9.8pp |
| Annual return | -17.05% | 944.92%-962.0pp | 701.18%-718.2pp | 417.96%-435.0pp |
| Employer contribution / active EE | $2,288 | $3,274-30.1% | $3,009-24.0% | $4,740-51.7% |
| Participant deferral / active EE | $1,914 | $4,802-60.1% | $4,395-56.5% | $6,400-70.1% |
| Admin fee / account holder | $3,352 | $5,983-44.0% | $5,329-37.1% | $11,426-70.7% |