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 6-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 | $18,539 | $92,703-80.0% | $82,719-77.6% | $134,475-86.2% |
| Participation rate | 90.9% | 75.2%+15.7pp | 72.6%+18.4pp | 81.2%+9.7pp |
| Annual return | -13.98% | 944.92%-958.9pp | 701.18%-715.2pp | 417.96%-431.9pp |
| Employer contribution / active EE | $2,249 | $3,274-31.3% | $3,009-25.3% | $4,740-52.5% |
| Participant deferral / active EE | $6,225 | $4,802+29.6% | $4,395+41.6% | $6,400-2.7% |
| Admin fee / account holder | $2,095 | $5,983-65.0% | $5,329-60.7% | $11,426-81.7% |