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 | $59,956 | $92,703-35.3% | $82,719-27.5% | $134,475-55.4% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -18.83% | 944.92%-963.7pp | 701.18%-720.0pp | 417.96%-436.8pp |
| Employer contribution / active EE | $3,121 | $3,274-4.7% | $3,009+3.7% | $4,740-34.2% |
| Participant deferral / active EE | $4,530 | $4,802-5.7% | $4,395+3.1% | $6,400-29.2% |
| Admin fee / account holder | $1,680 | $5,983-71.9% | $5,329-68.5% | $11,426-85.3% |