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 7-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 | $21,576 | $92,703-76.7% | $82,719-73.9% | $134,475-84.0% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -18.53% | 944.92%-963.5pp | 701.18%-719.7pp | 417.96%-436.5pp |
| Employer contribution / active EE | $1,782 | $3,274-45.6% | $3,009-40.8% | $4,740-62.4% |
| Participant deferral / active EE | $2,104 | $4,802-56.2% | $4,395-52.1% | $6,400-67.1% |
| Admin fee / account holder | $2,765 | $5,983-53.8% | $5,329-48.1% | $11,426-75.8% |