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 | $50,563 | $97,757-48.3% | $83,848-39.7% | $135,375-62.6% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -8.32% | 1287.37%-1295.7pp | 850.88%-859.2pp | 519.73%-528.1pp |
| Employer contribution / active EE | $2,628 | $4,222-37.7% | $3,631-27.6% | $4,779-45.0% |
| Participant deferral / active EE | $6,084 | $4,682+29.9% | $4,082+49.1% | $5,609+8.5% |
| Admin fee / account holder | $848 | $6,674-87.3% | $5,478-84.5% | $10,827-92.2% |