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 | $41,042 | $92,703-55.7% | $82,719-50.4% | $134,475-69.5% |
| Participation rate | 71.4% | 75.2%-3.8pp | 72.6%-1.1pp | 81.2%-9.8pp |
| Annual return | -17.66% | 944.92%-962.6pp | 701.18%-718.8pp | 417.96%-435.6pp |
| Employer contribution / active EE | $5,145 | $3,274+57.2% | $3,009+71.0% | $4,740+8.6% |
| Participant deferral / active EE | $3,657 | $4,802-23.8% | $4,395-16.8% | $6,400-42.9% |
| Admin fee / account holder | $7,343 | $5,983+22.7% | $5,329+37.8% | $11,426-35.7% |