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 | $78,275 | $138,065-43.3% | $123,544-36.6% | $135,375-42.2% |
| Participation rate | 92.9% | 84.7%+8.1pp | 82.3%+10.6pp | 82.6%+10.2pp |
| Annual return | -8.92% | 153.68%-162.6pp | 119.20%-128.1pp | 519.73%-528.7pp |
| Employer contribution / active EE | $2,864 | $5,151-44.4% | $4,628-38.1% | $4,779-40.1% |
| Participant deferral / active EE | $6,432 | $6,799-5.4% | $6,426+0.1% | $5,609+14.7% |
| Admin fee / account holder | $954 | $10,916-91.3% | $9,284-89.7% | $10,827-91.2% |