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 | $63,314 | $90,600-30.1% | $79,464-20.3% | $135,375-53.2% |
| Participation rate | 86.7% | 76.0%+10.6pp | 73.3%+13.3pp | 82.6%+4.0pp |
| Annual return | -6.28% | 977.43%-983.7pp | 718.14%-724.4pp | 519.73%-526.0pp |
| Employer contribution / active EE | $2,595 | $3,068-15.4% | $2,800-7.3% | $4,779-45.7% |
| Participant deferral / active EE | $7,903 | $4,050+95.1% | $3,704+113.4% | $5,609+40.9% |
| Admin fee / account holder | $10,006 | $5,907+69.4% | $5,113+95.7% | $10,827-7.6% |