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 | $51,710 | $84,402-38.7% | $61,373-15.7% | $134,475-61.5% |
| Participation rate | 77.8% | 62.2%+15.6pp | 52.6%+25.2pp | 81.2%-3.4pp |
| Annual return | -17.82% | 584.55%-602.4pp | 338.61%-356.4pp | 417.96%-435.8pp |
| Employer contribution / active EE | $0 | $1,544-100.0% | $1,159-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,795 | $2,819+34.6% | $2,125+78.6% | $6,400-40.7% |
| Admin fee / account holder | $581 | $2,585-77.5% | $2,130-72.7% | $11,426-94.9% |