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 | $46,965 | $48,274-2.7% | $63,517-26.1% | $59,632-21.2% |
| Participation rate | 85.2% | 66.3%+18.9pp | 71.0%+14.2pp | 68.7%+16.5pp |
| Annual return | -1.82% | -240.79%+239.0pp | -70.30%+68.5pp | 2041.28%-2043.1pp |
| Employer contribution / active EE | $1,932 | $1,586+21.8% | $2,322-16.8% | $2,203-12.3% |
| Participant deferral / active EE | $4,110 | $2,343+75.4% | $2,953+39.2% | $3,192+28.8% |
| Admin fee / account holder | $690 | $3,600-80.8% | $5,892-88.3% | $4,297-83.9% |