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 | $35,027 | $92,703-62.2% | $82,719-57.7% | $134,475-74.0% |
| Participation rate | 70.6% | 75.2%-4.6pp | 72.6%-2.0pp | 81.2%-10.6pp |
| Annual return | -17.12% | 944.92%-962.0pp | 701.18%-718.3pp | 417.96%-435.1pp |
| Employer contribution / active EE | $2,769 | $3,274-15.4% | $3,009-8.0% | $4,740-41.6% |
| Participant deferral / active EE | $6,366 | $4,802+32.6% | $4,395+44.8% | $6,400-0.5% |
| Admin fee / account holder | $2,857 | $5,983-52.2% | $5,329-46.4% | $11,426-75.0% |