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 | $51,788 | $92,703-44.1% | $82,719-37.4% | $134,475-61.5% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -14.19% | 944.92%-959.1pp | 701.18%-715.4pp | 417.96%-432.1pp |
| Employer contribution / active EE | $3,045 | $3,274-7.0% | $3,009+1.2% | $4,740-35.7% |
| Participant deferral / active EE | $3,272 | $4,802-31.9% | $4,395-25.5% | $6,400-48.9% |
| Admin fee / account holder | $84,595 | $5,983+1314.0% | $5,329+1487.5% | $11,426+640.4% |