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 | $66,587 | $92,703-28.2% | $82,719-19.5% | $134,475-50.5% |
| Participation rate | 90.0% | 75.2%+14.8pp | 72.6%+17.4pp | 81.2%+8.8pp |
| Annual return | -10.26% | 944.92%-955.2pp | 701.18%-711.4pp | 417.96%-428.2pp |
| Employer contribution / active EE | $1,150 | $3,274-64.9% | $3,009-61.8% | $4,740-75.7% |
| Participant deferral / active EE | $3,504 | $4,802-27.0% | $4,395-20.3% | $6,400-45.3% |
| Admin fee / account holder | $755 | $5,983-87.4% | $5,329-85.8% | $11,426-93.4% |