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 4-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 | $15,758 | $92,703-83.0% | $82,719-81.0% | $134,475-88.3% |
| Participation rate | 79.2% | 75.2%+4.0pp | 72.6%+6.6pp | 81.2%-2.1pp |
| Annual return | -10.26% | 944.92%-955.2pp | 701.18%-711.4pp | 417.96%-428.2pp |
| Employer contribution / active EE | $3,011 | $3,274-8.0% | $3,009+0.1% | $4,740-36.5% |
| Participant deferral / active EE | $5,135 | $4,802+6.9% | $4,395+16.8% | $6,400-19.8% |
| Admin fee / account holder | $1,270 | $5,983-78.8% | $5,329-76.2% | $11,426-88.9% |