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 | $54,572 | $95,971-43.1% | $74,550-26.8% | $135,375-59.7% |
| Participation rate | 73.7% | 75.7%-2.0pp | 69.1%+4.5pp | 82.6%-9.0pp |
| Annual return | -7.42% | 56.96%-64.4pp | 32.53%-40.0pp | 519.73%-527.2pp |
| Employer contribution / active EE | $4,049 | $2,716+49.1% | $1,961+106.5% | $4,779-15.3% |
| Participant deferral / active EE | $4,263 | $3,843+10.9% | $3,108+37.1% | $5,609-24.0% |
| Admin fee / account holder | $514 | $6,522-92.1% | $5,060-89.9% | $10,827-95.3% |