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 | $26,207 | $92,703-71.7% | $82,719-68.3% | $134,475-80.5% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -20.44% | 944.92%-965.4pp | 701.18%-721.6pp | 417.96%-438.4pp |
| Employer contribution / active EE | $2,505 | $3,274-23.5% | $3,009-16.8% | $4,740-47.2% |
| Participant deferral / active EE | $6,772 | $4,802+41.0% | $4,395+54.1% | $6,400+5.8% |
| Admin fee / account holder | $752 | $5,983-87.4% | $5,329-85.9% | $11,426-93.4% |