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 7-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 | $53,708 | $92,703-42.1% | $82,719-35.1% | $134,475-60.1% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 81.2%+6.3pp |
| Annual return | -16.80% | 944.92%-961.7pp | 701.18%-718.0pp | 417.96%-434.8pp |
| Employer contribution / active EE | $4,706 | $3,274+43.7% | $3,009+56.4% | $4,740-0.7% |
| Participant deferral / active EE | $8,842 | $4,802+84.1% | $4,395+101.2% | $6,400+38.2% |
| Admin fee / account holder | $2,351 | $5,983-60.7% | $5,329-55.9% | $11,426-79.4% |