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 | $41,365 | $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 | -8.21% | 1287.37%-1295.6pp | 850.88%-859.1pp | 519.73%-527.9pp |
| Employer contribution / active EE | $1,599 | $4,222-62.1% | $3,631-55.9% | $4,779-66.5% |
| Participant deferral / active EE | $2,624 | $4,682-44.0% | $4,082-35.7% | $5,609-53.2% |
| Admin fee / account holder | $1,117 | $6,674-83.3% | $5,478-79.6% | $10,827-89.7% |