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 | $50,216 | $97,757-48.6% | $83,848-40.1% | $135,375-62.9% |
| Participation rate | 72.7% | 80.0%-7.2pp | 76.1%-3.4pp | 82.6%-9.9pp |
| Annual return | -8.87% | 1287.37%-1296.2pp | 850.88%-859.7pp | 519.73%-528.6pp |
| Employer contribution / active EE | $4,548 | $4,222+7.7% | $3,631+25.3% | $4,779-4.8% |
| Participant deferral / active EE | $7,779 | $4,682+66.1% | $4,082+90.6% | $5,609+38.7% |
| Admin fee / account holder | $6,149 | $6,674-7.9% | $5,478+12.2% | $10,827-43.2% |