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 8-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 | $61,749 | $138,065-55.3% | $123,544-50.0% | $135,375-54.4% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -7.22% | 153.68%-160.9pp | 119.20%-126.4pp | 519.73%-527.0pp |
| Employer contribution / active EE | $3,674 | $5,151-28.7% | $4,628-20.6% | $4,779-23.1% |
| Participant deferral / active EE | $6,897 | $6,799+1.4% | $6,426+7.3% | $5,609+23.0% |
| Admin fee / account holder | $3,058 | $10,916-72.0% | $9,284-67.1% | $10,827-71.8% |