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 | $19,607 | $92,703-78.8% | $82,719-76.3% | $134,475-85.4% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -16.98% | 944.92%-961.9pp | 701.18%-718.2pp | 417.96%-434.9pp |
| Employer contribution / active EE | $2,009 | $3,274-38.7% | $3,009-33.2% | $4,740-57.6% |
| Participant deferral / active EE | $2,194 | $4,802-54.3% | $4,395-50.1% | $6,400-65.7% |
| Admin fee / account holder | $16,209 | $5,983+170.9% | $5,329+204.2% | $11,426+41.9% |