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 | $39,646 | $92,703-57.2% | $82,719-52.1% | $134,475-70.5% |
| Participation rate | 88.2% | 75.2%+13.0pp | 72.6%+15.7pp | 81.2%+7.0pp |
| Annual return | -16.86% | 944.92%-961.8pp | 701.18%-718.0pp | 417.96%-434.8pp |
| Employer contribution / active EE | $2,095 | $3,274-36.0% | $3,009-30.4% | $4,740-55.8% |
| Participant deferral / active EE | $2,236 | $4,802-53.4% | $4,395-49.1% | $6,400-65.1% |
| Admin fee / account holder | $6,650 | $5,983+11.2% | $5,329+24.8% | $11,426-41.8% |