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 | $69,812 | $168,632-58.6% | $147,614-52.7% | $125,391-44.3% |
| Participation rate | 83.3% | 88.8%-5.4pp | 84.6%-1.3pp | 83.2%+0.1pp |
| Annual return | -1.72% | 77.65%-79.4pp | 61.98%-63.7pp | 282.22%-283.9pp |
| Employer contribution / active EE | $1,494 | $6,252-76.1% | $5,564-73.2% | $4,866-69.3% |
| Participant deferral / active EE | $3,860 | $5,507-29.9% | $4,895-21.2% | $5,352-27.9% |
| Admin fee / account holder | $372 | $13,580-97.3% | $11,611-96.8% | $9,540-96.1% |