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 | $14,982 | $92,703-83.8% | $82,719-81.9% | $134,475-88.9% |
| Participation rate | 71.4% | 75.2%-3.8pp | 72.6%-1.1pp | 81.2%-9.8pp |
| Annual return | -17.01% | 944.92%-961.9pp | 701.18%-718.2pp | 417.96%-435.0pp |
| Employer contribution / active EE | $1,476 | $3,274-54.9% | $3,009-50.9% | $4,740-68.9% |
| Participant deferral / active EE | $3,468 | $4,802-27.8% | $4,395-21.1% | $6,400-45.8% |
| Admin fee / account holder | $315 | $5,983-94.7% | $5,329-94.1% | $11,426-97.2% |