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 | $50,751 | $97,757-48.1% | $83,848-39.5% | $135,375-62.5% |
| Participation rate | 81.3% | 80.0%+1.3pp | 76.1%+5.1pp | 82.6%-1.4pp |
| Annual return | -7.92% | 1287.37%-1295.3pp | 850.88%-858.8pp | 519.73%-527.7pp |
| Employer contribution / active EE | $1,109 | $4,222-73.7% | $3,631-69.5% | $4,779-76.8% |
| Participant deferral / active EE | $5,946 | $4,682+27.0% | $4,082+45.7% | $5,609+6.0% |
| Admin fee / account holder | $2,069 | $6,674-69.0% | $5,478-62.2% | $10,827-80.9% |