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 | $58,796 | $97,757-39.9% | $83,848-29.9% | $135,375-56.6% |
| Participation rate | 86.7% | 80.0%+6.7pp | 76.1%+10.5pp | 82.6%+4.0pp |
| Annual return | -8.20% | 1287.37%-1295.6pp | 850.88%-859.1pp | 519.73%-527.9pp |
| Employer contribution / active EE | $7,896 | $4,222+87.0% | $3,631+117.5% | $4,779+65.2% |
| Participant deferral / active EE | $5,245 | $4,682+12.0% | $4,082+28.5% | $5,609-6.5% |
| Admin fee / account holder | $2,969 | $6,674-55.5% | $5,478-45.8% | $10,827-72.6% |