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 | $41,374 | $97,757-57.7% | $83,848-50.7% | $135,375-69.4% |
| Participation rate | 73.3% | 80.0%-6.6pp | 76.1%-2.8pp | 82.6%-9.3pp |
| Annual return | -8.96% | 1287.37%-1296.3pp | 850.88%-859.8pp | 519.73%-528.7pp |
| Employer contribution / active EE | $8,173 | $4,222+93.6% | $3,631+125.1% | $4,779+71.0% |
| Participant deferral / active EE | $3,582 | $4,682-23.5% | $4,082-12.2% | $5,609-36.1% |
| Admin fee / account holder | $2,601 | $6,674-61.0% | $5,478-52.5% | $10,827-76.0% |