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 10-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 | $37,303 | $97,757-61.8% | $83,848-55.5% | $135,375-72.4% |
| Participation rate | 73.7% | 80.0%-6.3pp | 76.1%-2.5pp | 82.6%-9.0pp |
| Annual return | -7.33% | 1287.37%-1294.7pp | 850.88%-858.2pp | 519.73%-527.1pp |
| Employer contribution / active EE | $2,897 | $4,222-31.4% | $3,631-20.2% | $4,779-39.4% |
| Participant deferral / active EE | $3,556 | $4,682-24.1% | $4,082-12.9% | $5,609-36.6% |
| Admin fee / account holder | $2,194 | $6,674-67.1% | $5,478-59.9% | $10,827-79.7% |