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 | $17,677 | $88,594-80.0% | $70,092-74.8% | $134,475-86.9% |
| Participation rate | 94.4% | 74.9%+19.5pp | 70.5%+24.0pp | 81.2%+13.2pp |
| Annual return | -12.91% | 442.67%-455.6pp | 190.73%-203.6pp | 417.96%-430.9pp |
| Employer contribution / active EE | $1,571 | $3,233-51.4% | $2,559-38.6% | $4,740-66.9% |
| Participant deferral / active EE | $4,072 | $4,772-14.7% | $3,849+5.8% | $6,400-36.4% |
| Admin fee / account holder | $3,384 | $10,441-67.6% | $6,267-46.0% | $11,426-70.4% |