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 | $72,788 | $138,065-47.3% | $123,544-41.1% | $135,375-46.2% |
| Participation rate | 84.6% | 84.7%-0.1pp | 82.3%+2.3pp | 82.6%+2.0pp |
| Annual return | -7.48% | 153.68%-161.2pp | 119.20%-126.7pp | 519.73%-527.2pp |
| Employer contribution / active EE | $2,432 | $5,151-52.8% | $4,628-47.4% | $4,779-49.1% |
| Participant deferral / active EE | $9,791 | $6,799+44.0% | $6,426+52.4% | $5,609+74.6% |
| Admin fee / account holder | $305 | $10,916-97.2% | $9,284-96.7% | $10,827-97.2% |