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 9-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 | $50,281 | $97,757-48.6% | $83,848-40.0% | $135,375-62.9% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -2.80% | 1287.37%-1290.2pp | 850.88%-853.7pp | 519.73%-522.5pp |
| Employer contribution / active EE | $1,184 | $4,222-72.0% | $3,631-67.4% | $4,779-75.2% |
| Participant deferral / active EE | $3,214 | $4,682-31.4% | $4,082-21.3% | $5,609-42.7% |
| Admin fee / account holder | $10,974 | $6,674+64.4% | $5,478+100.3% | $10,827+1.4% |