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 9-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 | $21,615 | $92,703-76.7% | $82,719-73.9% | $134,475-83.9% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -17.85% | 944.92%-962.8pp | 701.18%-719.0pp | 417.96%-435.8pp |
| Employer contribution / active EE | $1,329 | $3,274-59.4% | $3,009-55.8% | $4,740-72.0% |
| Participant deferral / active EE | $2,034 | $4,802-57.6% | $4,395-53.7% | $6,400-68.2% |
| Admin fee / account holder | $1,506 | $5,983-74.8% | $5,329-71.7% | $11,426-86.8% |