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 | $56,281 | $152,509-63.1% | $117,472-52.1% | $134,475-58.1% |
| Participation rate | 88.9% | 77.1%+11.8pp | 70.6%+18.3pp | 81.2%+7.7pp |
| Annual return | -12.58% | 52.99%-65.6pp | 29.74%-42.3pp | 417.96%-430.5pp |
| Employer contribution / active EE | $2,818 | $5,571-49.4% | $4,176-32.5% | $4,740-40.5% |
| Participant deferral / active EE | $5,815 | $4,818+20.7% | $4,070+42.9% | $6,400-9.1% |
| Admin fee / account holder | $43,688 | $7,004+523.8% | $5,645+674.0% | $11,426+282.4% |