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 | $50,442 | $92,703-45.6% | $82,719-39.0% | $134,475-62.5% |
| Participation rate | 92.9% | 75.2%+17.7pp | 72.6%+20.3pp | 81.2%+11.6pp |
| Annual return | -19.70% | 944.92%-964.6pp | 701.18%-720.9pp | 417.96%-437.7pp |
| Employer contribution / active EE | $3,217 | $3,274-1.7% | $3,009+6.9% | $4,740-32.1% |
| Participant deferral / active EE | $6,090 | $4,802+26.8% | $4,395+38.6% | $6,400-4.8% |
| Admin fee / account holder | $3,931 | $5,983-34.3% | $5,329-26.2% | $11,426-65.6% |