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 | $53,989 | $138,065-60.9% | $123,544-56.3% | $135,375-60.1% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -7.59% | 153.68%-161.3pp | 119.20%-126.8pp | 519.73%-527.3pp |
| Employer contribution / active EE | $5,275 | $5,151+2.4% | $4,628+14.0% | $4,779+10.4% |
| Participant deferral / active EE | $10,857 | $6,799+59.7% | $6,426+69.0% | $5,609+93.6% |
| Admin fee / account holder | $4,814 | $10,916-55.9% | $9,284-48.1% | $10,827-55.5% |