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 | $49,939 | $95,971-48.0% | $74,550-33.0% | $135,375-63.1% |
| Participation rate | 75.0% | 75.7%-0.7pp | 69.1%+5.9pp | 82.6%-7.6pp |
| Annual return | -8.15% | 56.96%-65.1pp | 32.53%-40.7pp | 519.73%-527.9pp |
| Employer contribution / active EE | $1,506 | $2,716-44.5% | $1,961-23.2% | $4,779-68.5% |
| Participant deferral / active EE | $6,918 | $3,843+80.0% | $3,108+122.6% | $5,609+23.3% |
| Admin fee / account holder | $1,778 | $6,522-72.7% | $5,060-64.9% | $10,827-83.6% |