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 8-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 | $67,298 | $138,065-51.3% | $123,544-45.5% | $135,375-50.3% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -5.61% | 153.68%-159.3pp | 119.20%-124.8pp | 519.73%-525.3pp |
| Employer contribution / active EE | $1,710 | $5,151-66.8% | $4,628-63.0% | $4,779-64.2% |
| Participant deferral / active EE | $4,815 | $6,799-29.2% | $6,426-25.1% | $5,609-14.2% |
| Admin fee / account holder | $51,552 | $10,916+372.3% | $9,284+455.3% | $10,827+376.1% |