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 | $67,172 | $92,703-27.5% | $82,719-18.8% | $134,475-50.0% |
| Participation rate | 77.8% | 75.2%+2.6pp | 72.6%+5.2pp | 81.2%-3.4pp |
| Annual return | -19.47% | 944.92%-964.4pp | 701.18%-720.6pp | 417.96%-437.4pp |
| Employer contribution / active EE | $3,009 | $3,274-8.1% | $3,0090% | $4,740-36.5% |
| Participant deferral / active EE | $7,040 | $4,802+46.6% | $4,395+60.2% | $6,400+10.0% |
| Admin fee / account holder | $4,116 | $5,983-31.2% | $5,329-22.8% | $11,426-64.0% |