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 | $69,788 | $180,449-61.3% | $154,107-54.7% | $135,375-48.4% |
| Participation rate | 84.6% | 87.4%-2.8pp | 83.0%+1.6pp | 82.6%+2.0pp |
| Annual return | -7.70% | 888.09%-895.8pp | 735.12%-742.8pp | 519.73%-527.4pp |
| Employer contribution / active EE | $2,119 | $6,035-64.9% | $5,298-60.0% | $4,779-55.7% |
| Participant deferral / active EE | $4,315 | $5,806-25.7% | $5,081-15.1% | $5,609-23.1% |
| Admin fee / account holder | $733 | $16,143-95.5% | $13,411-94.5% | $10,827-93.2% |