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 | $21,751 | $92,703-76.5% | $82,719-73.7% | $134,475-83.8% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -11.49% | 944.92%-956.4pp | 701.18%-712.7pp | 417.96%-429.5pp |
| Employer contribution / active EE | $2,078 | $3,274-36.5% | $3,009-31.0% | $4,740-56.2% |
| Participant deferral / active EE | $2,361 | $4,802-50.8% | $4,395-46.3% | $6,400-63.1% |
| Admin fee / account holder | $4,623 | $5,983-22.7% | $5,329-13.2% | $11,426-59.5% |