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 8-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 | $75,982 | $92,703-18.0% | $82,719-8.1% | $134,475-43.5% |
| Participation rate | 77.8% | 75.2%+2.6pp | 72.6%+5.2pp | 81.2%-3.4pp |
| Annual return | -9.58% | 944.92%-954.5pp | 701.18%-710.8pp | 417.96%-427.5pp |
| Employer contribution / active EE | $1,167 | $3,274-64.4% | $3,009-61.2% | $4,740-75.4% |
| Participant deferral / active EE | $3,950 | $4,802-17.7% | $4,395-10.1% | $6,400-38.3% |
| Admin fee / account holder | $1,108 | $5,983-81.5% | $5,329-79.2% | $11,426-90.3% |