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 5-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 | $55,696 | $152,509-63.5% | $117,472-52.6% | $134,475-58.6% |
| Participation rate | 85.7% | 77.1%+8.6pp | 70.6%+15.1pp | 81.2%+4.5pp |
| Annual return | -11.98% | 52.99%-65.0pp | 29.74%-41.7pp | 417.96%-429.9pp |
| Employer contribution / active EE | $13,664 | $5,571+145.3% | $4,176+227.2% | $4,740+188.3% |
| Participant deferral / active EE | $7,714 | $4,818+60.1% | $4,070+89.5% | $6,400+20.5% |
| Admin fee / account holder | $652 | $7,004-90.7% | $5,645-88.5% | $11,426-94.3% |