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 10-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 | $11,458 | $92,703-87.6% | $82,719-86.1% | $134,475-91.5% |
| Participation rate | 76.2% | 75.2%+1.0pp | 72.6%+3.6pp | 81.2%-5.0pp |
| Annual return | -13.93% | 944.92%-958.9pp | 701.18%-715.1pp | 417.96%-431.9pp |
| Employer contribution / active EE | $464 | $3,274-85.8% | $3,009-84.6% | $4,740-90.2% |
| Participant deferral / active EE | $1,098 | $4,802-77.1% | $4,395-75.0% | $6,400-82.8% |
| Admin fee / account holder | $1,348 | $5,983-77.5% | $5,329-74.7% | $11,426-88.2% |