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 | $79,628 | $97,757-18.5% | $83,848-5.0% | $135,375-41.2% |
| Participation rate | 71.4% | 80.0%-8.5pp | 76.1%-4.7pp | 82.6%-11.2pp |
| Annual return | -5.94% | 1287.37%-1293.3pp | 850.88%-856.8pp | 519.73%-525.7pp |
| Employer contribution / active EE | $4,256 | $4,222+0.8% | $3,631+17.2% | $4,779-10.9% |
| Participant deferral / active EE | $6,247 | $4,682+33.4% | $4,082+53.0% | $5,609+11.4% |
| Admin fee / account holder | $591 | $6,674-91.2% | $5,478-89.2% | $10,827-94.5% |