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 | $58,036 | $92,703-37.4% | $82,719-29.8% | $134,475-56.8% |
| Participation rate | 70.0% | 75.2%-5.2pp | 72.6%-2.6pp | 81.2%-11.2pp |
| Annual return | -14.07% | 944.92%-959.0pp | 701.18%-715.2pp | 417.96%-432.0pp |
| Employer contribution / active EE | $1,169 | $3,274-64.3% | $3,009-61.2% | $4,740-75.3% |
| Participant deferral / active EE | $1,656 | $4,802-65.5% | $4,395-62.3% | $6,400-74.1% |
| Admin fee / account holder | $8,834 | $5,983+47.7% | $5,329+65.8% | $11,426-22.7% |