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 | $55,963 | $138,044-59.5% | $125,339-55.4% | $134,475-58.4% |
| Participation rate | 84.6% | 84.5%+0.1pp | 82.4%+2.2pp | 81.2%+3.4pp |
| Annual return | -18.21% | 750.33%-768.5pp | 572.05%-590.3pp | 417.96%-436.2pp |
| Employer contribution / active EE | $4,536 | $5,243-13.5% | $4,814-5.8% | $4,740-4.3% |
| Participant deferral / active EE | $9,778 | $7,799+25.4% | $7,446+31.3% | $6,400+52.8% |
| Admin fee / account holder | $1,022 | $11,571-91.2% | $10,010-89.8% | $11,426-91.1% |