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 8-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 | $75,461 | $92,703-18.6% | $82,719-8.8% | $134,475-43.9% |
| Participation rate | 70.0% | 75.2%-5.2pp | 72.6%-2.6pp | 81.2%-11.2pp |
| Annual return | -18.51% | 944.92%-963.4pp | 701.18%-719.7pp | 417.96%-436.5pp |
| Employer contribution / active EE | $1,489 | $3,274-54.5% | $3,009-50.5% | $4,740-68.6% |
| Participant deferral / active EE | $4,806 | $4,802+0.1% | $4,395+9.4% | $6,400-24.9% |
| Admin fee / account holder | $6,599 | $5,983+10.3% | $5,329+23.8% | $11,426-42.2% |