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 7-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 | $46,691 | $97,757-52.2% | $83,848-44.3% | $135,375-65.5% |
| Participation rate | 95.8% | 80.0%+15.9pp | 76.1%+19.7pp | 82.6%+13.2pp |
| Annual return | -6.44% | 1287.37%-1293.8pp | 850.88%-857.3pp | 519.73%-526.2pp |
| Employer contribution / active EE | $1,256 | $4,222-70.2% | $3,631-65.4% | $4,779-73.7% |
| Participant deferral / active EE | $3,717 | $4,682-20.6% | $4,082-8.9% | $5,609-33.7% |
| Admin fee / account holder | $6,004 | $6,674-10.0% | $5,478+9.6% | $10,827-44.5% |