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 | $51,841 | $97,757-47.0% | $83,848-38.2% | $135,375-61.7% |
| Participation rate | 90.5% | 80.0%+10.5pp | 76.1%+14.3pp | 82.6%+7.8pp |
| Annual return | -8.78% | 1287.37%-1296.2pp | 850.88%-859.7pp | 519.73%-528.5pp |
| Employer contribution / active EE | $3,024 | $4,222-28.4% | $3,631-16.7% | $4,779-36.7% |
| Participant deferral / active EE | $7,020 | $4,682+49.9% | $4,082+72.0% | $5,609+25.2% |
| Admin fee / account holder | $429 | $6,674-93.6% | $5,478-92.2% | $10,827-96.0% |