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 | $49,382 | $90,600-45.5% | $79,464-37.9% | $135,375-63.5% |
| Participation rate | 78.6% | 76.0%+2.5pp | 73.3%+5.2pp | 82.6%-4.1pp |
| Annual return | -7.07% | 977.43%-984.5pp | 718.14%-725.2pp | 519.73%-526.8pp |
| Employer contribution / active EE | $2,219 | $3,068-27.7% | $2,800-20.8% | $4,779-53.6% |
| Participant deferral / active EE | $5,685 | $4,050+40.4% | $3,704+53.5% | $5,609+1.4% |
| Admin fee / account holder | $649 | $5,907-89.0% | $5,113-87.3% | $10,827-94.0% |