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 | $47,420 | $92,703-48.8% | $82,719-42.7% | $134,475-64.7% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -17.56% | 944.92%-962.5pp | 701.18%-718.7pp | 417.96%-435.5pp |
| Employer contribution / active EE | $0 | $3,274-100.0% | $3,009-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $4,462 | $4,802-7.1% | $4,395+1.5% | $6,400-30.3% |
| Admin fee / account holder | $7,595 | $5,983+27.0% | $5,329+42.5% | $11,426-33.5% |