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 9-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 | $46,844 | $92,703-49.5% | $82,719-43.4% | $134,475-65.2% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -7.90% | 944.92%-952.8pp | 701.18%-709.1pp | 417.96%-425.9pp |
| Employer contribution / active EE | $2,328 | $3,274-28.9% | $3,009-22.6% | $4,740-50.9% |
| Participant deferral / active EE | $5,242 | $4,802+9.2% | $4,395+19.3% | $6,400-18.1% |
| Admin fee / account holder | $451 | $5,983-92.5% | $5,329-91.5% | $11,426-96.1% |