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 | $21,443 | $92,703-76.9% | $82,719-74.1% | $134,475-84.1% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -19.14% | 944.92%-964.1pp | 701.18%-720.3pp | 417.96%-437.1pp |
| Employer contribution / active EE | $1,722 | $3,274-47.4% | $3,009-42.8% | $4,740-63.7% |
| Participant deferral / active EE | $5,076 | $4,802+5.7% | $4,395+15.5% | $6,400-20.7% |
| Admin fee / account holder | $4,146 | $5,983-30.7% | $5,329-22.2% | $11,426-63.7% |