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 | $52,827 | $106,543-50.4% | $91,220-42.1% | $134,475-60.7% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.2%+1.8pp | 81.2%-6.2pp |
| Annual return | -15.29% | 160.60%-175.9pp | 114.01%-129.3pp | 417.96%-433.3pp |
| Employer contribution / active EE | $1,777 | $3,331-46.7% | $2,850-37.7% | $4,740-62.5% |
| Participant deferral / active EE | $2,221 | $4,719-52.9% | $4,234-47.6% | $6,400-65.3% |
| Admin fee / account holder | $233,702 | $6,231+3650.8% | $5,420+4212.1% | $11,426+1945.4% |