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 | $55,421 | $97,757-43.3% | $83,848-33.9% | $135,375-59.1% |
| Participation rate | 81.0% | 80.0%+1.0pp | 76.1%+4.8pp | 82.6%-1.7pp |
| Annual return | -4.76% | 1287.37%-1292.1pp | 850.88%-855.6pp | 519.73%-524.5pp |
| Employer contribution / active EE | $1,953 | $4,222-53.7% | $3,631-46.2% | $4,779-59.1% |
| Participant deferral / active EE | $6,452 | $4,682+37.8% | $4,082+58.1% | $5,609+15.0% |
| Admin fee / account holder | $585 | $6,674-91.2% | $5,478-89.3% | $10,827-94.6% |