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 | $18,380 | $92,703-80.2% | $82,719-77.8% | $134,475-86.3% |
| Participation rate | 78.9% | 75.2%+3.8pp | 72.6%+6.4pp | 81.2%-2.3pp |
| Annual return | -20.21% | 944.92%-965.1pp | 701.18%-721.4pp | 417.96%-438.2pp |
| Employer contribution / active EE | $2,103 | $3,274-35.8% | $3,009-30.1% | $4,740-55.6% |
| Participant deferral / active EE | $4,614 | $4,802-3.9% | $4,395+5.0% | $6,400-27.9% |
| Admin fee / account holder | $326 | $5,983-94.6% | $5,329-93.9% | $11,426-97.2% |