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 | $30,059 | $92,703-67.6% | $82,719-63.7% | $134,475-77.6% |
| Participation rate | 92.9% | 75.2%+17.7pp | 72.6%+20.3pp | 81.2%+11.6pp |
| Annual return | -19.77% | 944.92%-964.7pp | 701.18%-721.0pp | 417.96%-437.7pp |
| Employer contribution / active EE | $2,624 | $3,274-19.8% | $3,009-12.8% | $4,740-44.6% |
| Participant deferral / active EE | $2,882 | $4,802-40.0% | $4,395-34.4% | $6,400-55.0% |
| Admin fee / account holder | $8,639 | $5,983+44.4% | $5,329+62.1% | $11,426-24.4% |