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 | $19,588 | $84,695-76.9% | $73,843-73.5% | $125,391-84.4% |
| Participation rate | 85.7% | 76.8%+9.0pp | 73.4%+12.3pp | 83.2%+2.5pp |
| Annual return | -0.68% | 3123.53%-3124.2pp | 2267.84%-2268.5pp | 282.22%-282.9pp |
| Employer contribution / active EE | $2,698 | $3,123-13.6% | $2,787-3.2% | $4,866-44.5% |
| Participant deferral / active EE | $2,899 | $3,992-27.4% | $3,583-19.1% | $5,352-45.8% |
| Admin fee / account holder | $8,677 | $5,691+52.5% | $4,880+77.8% | $9,540-9.0% |