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 | $60,841 | $138,044-55.9% | $125,339-51.5% | $134,475-54.8% |
| Participation rate | 94.1% | 84.5%+9.6pp | 82.4%+11.7pp | 81.2%+12.9pp |
| Annual return | -19.14% | 750.33%-769.5pp | 572.05%-591.2pp | 417.96%-437.1pp |
| Employer contribution / active EE | $4,937 | $5,243-5.8% | $4,814+2.6% | $4,740+4.2% |
| Participant deferral / active EE | $7,794 | $7,799-0.1% | $7,446+4.7% | $6,400+21.8% |
| Admin fee / account holder | $674 | $11,571-94.2% | $10,010-93.3% | $11,426-94.1% |