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 | $48,240 | $97,757-50.7% | $83,848-42.5% | $135,375-64.4% |
| Participation rate | 93.8% | 80.0%+13.8pp | 76.1%+17.6pp | 82.6%+11.1pp |
| Annual return | -7.40% | 1287.37%-1294.8pp | 850.88%-858.3pp | 519.73%-527.1pp |
| Employer contribution / active EE | $1,756 | $4,222-58.4% | $3,631-51.6% | $4,779-63.2% |
| Participant deferral / active EE | $6,359 | $4,682+35.8% | $4,082+55.8% | $5,609+13.4% |
| Admin fee / account holder | $3,377 | $6,674-49.4% | $5,478-38.4% | $10,827-68.8% |