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 | $66,454 | $135,635-51.0% | $110,238-39.7% | $135,375-50.9% |
| Participation rate | 87.0% | 83.5%+3.5pp | 79.8%+7.1pp | 82.6%+4.3pp |
| Annual return | -7.33% | 513.19%-520.5pp | 314.74%-322.1pp | 519.73%-527.1pp |
| Employer contribution / active EE | $3,600 | $4,906-26.6% | $3,826-5.9% | $4,779-24.7% |
| Participant deferral / active EE | $4,040 | $5,506-26.6% | $4,672-13.5% | $5,609-28.0% |
| Admin fee / account holder | $1,127 | $11,457-90.2% | $8,547-86.8% | $10,827-89.6% |