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 9-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 | $73,523 | $106,543-31.0% | $91,220-19.4% | $134,475-45.3% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.2%+1.8pp | 81.2%-6.2pp |
| Annual return | -18.94% | 160.60%-179.5pp | 114.01%-133.0pp | 417.96%-436.9pp |
| Employer contribution / active EE | $6,142 | $3,331+84.4% | $2,850+115.5% | $4,740+29.6% |
| Participant deferral / active EE | $9,682 | $4,719+105.2% | $4,234+128.7% | $6,400+51.3% |
| Admin fee / account holder | $1,535 | $6,231-75.4% | $5,420-71.7% | $11,426-86.6% |