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 | $33,776 | $92,703-63.6% | $82,719-59.2% | $134,475-74.9% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -14.57% | 944.92%-959.5pp | 701.18%-715.7pp | 417.96%-432.5pp |
| Employer contribution / active EE | $1,377 | $3,274-58.0% | $3,009-54.3% | $4,740-71.0% |
| Participant deferral / active EE | $1,758 | $4,802-63.4% | $4,395-60.0% | $6,400-72.5% |
| Admin fee / account holder | $307 | $5,983-94.9% | $5,329-94.2% | $11,426-97.3% |