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 | $55,305 | $97,757-43.4% | $83,848-34.0% | $135,375-59.1% |
| Participation rate | 92.9% | 80.0%+12.9pp | 76.1%+16.7pp | 82.6%+10.2pp |
| Annual return | -8.73% | 1287.37%-1296.1pp | 850.88%-859.6pp | 519.73%-528.5pp |
| Employer contribution / active EE | $1,254 | $4,222-70.3% | $3,631-65.5% | $4,779-73.8% |
| Participant deferral / active EE | $3,022 | $4,682-35.5% | $4,082-26.0% | $5,609-46.1% |
| Admin fee / account holder | $3,029 | $6,674-54.6% | $5,478-44.7% | $10,827-72.0% |