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 | $16,125 | $67,331-76.1% | $60,874-73.5% | $134,475-88.0% |
| Participation rate | 78.6% | 76.2%+2.4pp | 73.1%+5.5pp | 81.2%-2.7pp |
| Annual return | -16.01% | 49.93%-65.9pp | 16.90%-32.9pp | 417.96%-434.0pp |
| Employer contribution / active EE | $1,306 | $3,096-57.8% | $2,701-51.7% | $4,740-72.5% |
| Participant deferral / active EE | $7,103 | $4,538+56.5% | $3,817+86.1% | $6,400+11.0% |
| Admin fee / account holder | $13,715 | $4,582+199.3% | $3,224+325.4% | $11,426+20.0% |