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 | $76,169 | $133,958-43.1% | $112,228-32.1% | $134,475-43.4% |
| Participation rate | 88.9% | 78.6%+10.3pp | 75.1%+13.8pp | 81.2%+7.7pp |
| Annual return | -13.84% | 47.11%-61.0pp | 27.45%-41.3pp | 417.96%-431.8pp |
| Employer contribution / active EE | $6,685 | $4,038+65.6% | $3,635+83.9% | $4,740+41.0% |
| Participant deferral / active EE | $5,474 | $5,291+3.5% | $4,728+15.8% | $6,400-14.5% |
| Admin fee / account holder | $65,777 | $7,489+778.4% | $6,410+926.1% | $11,426+475.7% |