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 | $54,359 | $138,065-60.6% | $123,544-56.0% | $135,375-59.8% |
| Participation rate | 70.6% | 84.7%-14.1pp | 82.3%-11.7pp | 82.6%-12.1pp |
| Annual return | -8.51% | 153.68%-162.2pp | 119.20%-127.7pp | 519.73%-528.2pp |
| Employer contribution / active EE | $1,770 | $5,151-65.6% | $4,628-61.8% | $4,779-63.0% |
| Participant deferral / active EE | $4,813 | $6,799-29.2% | $6,426-25.1% | $5,609-14.2% |
| Admin fee / account holder | $889 | $10,916-91.9% | $9,284-90.4% | $10,827-91.8% |