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 | $34,946 | $99,640-64.9% | $86,436-59.6% | $134,475-74.0% |
| Participation rate | 90.5% | 82.0%+8.4pp | 80.3%+10.2pp | 81.2%+9.3pp |
| Annual return | -15.85% | 6782.58%-6798.4pp | 4394.89%-4410.7pp | 417.96%-433.8pp |
| Employer contribution / active EE | $0 | $4,400-100.0% | $3,769-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $5,255 | $7,246-27.5% | $6,952-24.4% | $6,400-17.9% |
| Admin fee / account holder | $386 | $8,371-95.4% | $6,731-94.3% | $11,426-96.6% |