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 | $28,247 | $92,703-69.5% | $82,719-65.9% | $134,475-79.0% |
| Participation rate | 71.4% | 75.2%-3.8pp | 72.6%-1.1pp | 81.2%-9.8pp |
| Annual return | -14.64% | 944.92%-959.6pp | 701.18%-715.8pp | 417.96%-432.6pp |
| Employer contribution / active EE | $2,005 | $3,274-38.8% | $3,009-33.4% | $4,740-57.7% |
| Participant deferral / active EE | $7,634 | $4,802+59.0% | $4,395+73.7% | $6,400+19.3% |
| Admin fee / account holder | $370 | $5,983-93.8% | $5,329-93.1% | $11,426-96.8% |