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 | $49,877 | $95,971-48.0% | $74,550-33.1% | $135,375-63.2% |
| Participation rate | 72.7% | 75.7%-2.9pp | 69.1%+3.6pp | 82.6%-9.9pp |
| Annual return | -8.79% | 56.96%-65.8pp | 32.53%-41.3pp | 519.73%-528.5pp |
| Employer contribution / active EE | $749 | $2,716-72.4% | $1,961-61.8% | $4,779-84.3% |
| Participant deferral / active EE | $2,996 | $3,843-22.0% | $3,108-3.6% | $5,609-46.6% |
| Admin fee / account holder | $7,069 | $6,522+8.4% | $5,060+39.7% | $10,827-34.7% |