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 | $20,311 | $106,543-80.9% | $91,220-77.7% | $134,475-84.9% |
| Participation rate | 71.4% | 76.8%-5.4pp | 73.2%-1.8pp | 81.2%-9.8pp |
| Annual return | -16.52% | 160.60%-177.1pp | 114.01%-130.5pp | 417.96%-434.5pp |
| Employer contribution / active EE | $1,781 | $3,331-46.5% | $2,850-37.5% | $4,740-62.4% |
| Participant deferral / active EE | $3,201 | $4,719-32.2% | $4,234-24.4% | $6,400-50.0% |
| Admin fee / account holder | $809 | $6,231-87.0% | $5,420-85.1% | $11,426-92.9% |