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 | $52,547 | $97,757-46.2% | $83,848-37.3% | $135,375-61.2% |
| Participation rate | 79.2% | 80.0%-0.8pp | 76.1%+3.0pp | 82.6%-3.5pp |
| Annual return | -1.79% | 1287.37%-1289.2pp | 850.88%-852.7pp | 519.73%-521.5pp |
| Employer contribution / active EE | $3,292 | $4,222-22.0% | $3,631-9.3% | $4,779-31.1% |
| Participant deferral / active EE | $5,606 | $4,682+19.7% | $4,082+37.3% | $5,609-0.1% |
| Admin fee / account holder | $576 | $6,674-91.4% | $5,478-89.5% | $10,827-94.7% |