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 | $51,123 | $97,757-47.7% | $83,848-39.0% | $135,375-62.2% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -5.27% | 1287.37%-1292.6pp | 850.88%-856.1pp | 519.73%-525.0pp |
| Employer contribution / active EE | $2,081 | $4,222-50.7% | $3,631-42.7% | $4,779-56.5% |
| Participant deferral / active EE | $6,779 | $4,682+44.8% | $4,082+66.1% | $5,609+20.9% |
| Admin fee / account holder | $11,417 | $6,674+71.1% | $5,478+108.4% | $10,827+5.4% |