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 7-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 | $17,687 | $92,703-80.9% | $82,719-78.6% | $134,475-86.8% |
| Participation rate | 71.4% | 75.2%-3.8pp | 72.6%-1.1pp | 81.2%-9.8pp |
| Annual return | -18.85% | 944.92%-963.8pp | 701.18%-720.0pp | 417.96%-436.8pp |
| Employer contribution / active EE | $1,000 | $3,274-69.4% | $3,009-66.8% | $4,740-78.9% |
| Participant deferral / active EE | $2,949 | $4,802-38.6% | $4,395-32.9% | $6,400-53.9% |
| Admin fee / account holder | $2,009 | $5,983-66.4% | $5,329-62.3% | $11,426-82.4% |