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 | $51,513 | $92,703-44.4% | $82,719-37.7% | $134,475-61.7% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -15.74% | 944.92%-960.7pp | 701.18%-716.9pp | 417.96%-433.7pp |
| Employer contribution / active EE | $4,811 | $3,274+47.0% | $3,009+59.9% | $4,740+1.5% |
| Participant deferral / active EE | $6,921 | $4,802+44.1% | $4,395+57.5% | $6,400+8.1% |
| Admin fee / account holder | $1,234 | $5,983-79.4% | $5,329-76.8% | $11,426-89.2% |