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 | $60,126 | $138,044-56.4% | $125,339-52.0% | $134,475-55.3% |
| Participation rate | 93.8% | 84.5%+9.3pp | 82.4%+11.4pp | 81.2%+12.5pp |
| Annual return | -17.61% | 750.33%-767.9pp | 572.05%-589.7pp | 417.96%-435.6pp |
| Employer contribution / active EE | $3,742 | $5,243-28.6% | $4,814-22.3% | $4,740-21.1% |
| Participant deferral / active EE | $7,034 | $7,799-9.8% | $7,446-5.5% | $6,400+9.9% |
| Admin fee / account holder | $670 | $11,571-94.2% | $10,010-93.3% | $11,426-94.1% |