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 | $50,129 | $92,703-45.9% | $82,719-39.4% | $134,475-62.7% |
| Participation rate | 94.1% | 75.2%+18.9pp | 72.6%+21.6pp | 81.2%+12.9pp |
| Annual return | -15.62% | 944.92%-960.5pp | 701.18%-716.8pp | 417.96%-433.6pp |
| Employer contribution / active EE | $4,667 | $3,274+42.6% | $3,009+55.1% | $4,740-1.5% |
| Participant deferral / active EE | $4,055 | $4,802-15.6% | $4,395-7.7% | $6,400-36.6% |
| Admin fee / account holder | $14,269 | $5,983+138.5% | $5,329+167.8% | $11,426+24.9% |