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 | $54,642 | $95,971-43.1% | $74,550-26.7% | $135,375-59.6% |
| Participation rate | 76.5% | 75.7%+0.8pp | 69.1%+7.3pp | 82.6%-6.2pp |
| Annual return | -7.87% | 56.96%-64.8pp | 32.53%-40.4pp | 519.73%-527.6pp |
| Employer contribution / active EE | $639 | $2,716-76.5% | $1,961-67.4% | $4,779-86.6% |
| Participant deferral / active EE | $1,763 | $3,843-54.1% | $3,108-43.3% | $5,609-68.6% |
| Admin fee / account holder | $1,087 | $6,522-83.3% | $5,060-78.5% | $10,827-90.0% |