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 6-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 | $51,588 | $92,703-44.4% | $82,719-37.6% | $134,475-61.6% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -9.18% | 944.92%-954.1pp | 701.18%-710.4pp | 417.96%-427.1pp |
| Employer contribution / active EE | $1,206 | $3,274-63.2% | $3,009-59.9% | $4,740-74.6% |
| Participant deferral / active EE | $2,018 | $4,802-58.0% | $4,395-54.1% | $6,400-68.5% |
| Admin fee / account holder | $4,942 | $5,983-17.4% | $5,329-7.3% | $11,426-56.7% |