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 | $16,234 | $88,594-81.7% | $70,092-76.8% | $134,475-87.9% |
| Participation rate | 91.7% | 74.9%+16.7pp | 70.5%+21.2pp | 81.2%+10.4pp |
| Annual return | -18.07% | 442.67%-460.7pp | 190.73%-208.8pp | 417.96%-436.0pp |
| Employer contribution / active EE | $1,980 | $3,233-38.8% | $2,559-22.6% | $4,740-58.2% |
| Participant deferral / active EE | $3,880 | $4,772-18.7% | $3,849+0.8% | $6,400-39.4% |
| Admin fee / account holder | $1,278 | $10,441-87.8% | $6,267-79.6% | $11,426-88.8% |