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 | $39,638 | $92,703-57.2% | $82,719-52.1% | $134,475-70.5% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -17.90% | 944.92%-962.8pp | 701.18%-719.1pp | 417.96%-435.9pp |
| Employer contribution / active EE | $3,499 | $3,274+6.9% | $3,009+16.3% | $4,740-26.2% |
| Participant deferral / active EE | $5,111 | $4,802+6.4% | $4,395+16.3% | $6,400-20.1% |
| Admin fee / account holder | $1,804 | $5,983-69.9% | $5,329-66.2% | $11,426-84.2% |