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 | $45,273 | $92,703-51.2% | $82,719-45.3% | $134,475-66.3% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 81.2%+6.3pp |
| Annual return | -14.21% | 944.92%-959.1pp | 701.18%-715.4pp | 417.96%-432.2pp |
| Employer contribution / active EE | $1,994 | $3,274-39.1% | $3,009-33.7% | $4,740-57.9% |
| Participant deferral / active EE | $4,696 | $4,802-2.2% | $4,395+6.9% | $6,400-26.6% |
| Admin fee / account holder | $21,446 | $5,983+258.5% | $5,329+302.4% | $11,426+87.7% |