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 | $26,087 | $92,703-71.9% | $82,719-68.5% | $134,475-80.6% |
| Participation rate | 87.0% | 75.2%+11.8pp | 72.6%+14.4pp | 81.2%+5.7pp |
| Annual return | -15.98% | 944.92%-960.9pp | 701.18%-717.2pp | 417.96%-433.9pp |
| Employer contribution / active EE | $3,329 | $3,274+1.7% | $3,009+10.6% | $4,740-29.8% |
| Participant deferral / active EE | $4,260 | $4,802-11.3% | $4,395-3.1% | $6,400-33.4% |
| Admin fee / account holder | $8,051 | $5,983+34.6% | $5,329+51.1% | $11,426-29.5% |