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 6-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 | $19,034 | $92,703-79.5% | $82,719-77.0% | $134,475-85.8% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -16.60% | 944.92%-961.5pp | 701.18%-717.8pp | 417.96%-434.6pp |
| Employer contribution / active EE | $2,449 | $3,274-25.2% | $3,009-18.6% | $4,740-48.3% |
| Participant deferral / active EE | $6,995 | $4,802+45.7% | $4,395+59.2% | $6,400+9.3% |
| Admin fee / account holder | $7,805 | $5,983+30.5% | $5,329+46.5% | $11,426-31.7% |