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 | $52,125 | $152,509-65.8% | $117,472-55.6% | $134,475-61.2% |
| Participation rate | 76.5% | 77.1%-0.6pp | 70.6%+5.9pp | 81.2%-4.8pp |
| Annual return | -18.76% | 52.99%-71.7pp | 29.74%-48.5pp | 417.96%-436.7pp |
| Employer contribution / active EE | $2,737 | $5,571-50.9% | $4,176-34.5% | $4,740-42.3% |
| Participant deferral / active EE | $3,060 | $4,818-36.5% | $4,070-24.8% | $6,400-52.2% |
| Admin fee / account holder | $7,169 | $7,004+2.4% | $5,645+27.0% | $11,426-37.3% |