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 | $66,371 | $50,199+32.2% | $70,092-5.3% | $66,914-0.8% |
| Participation rate | 97.3% | 66.3%+30.9pp | 70.5%+26.8pp | 69.8%+27.5pp |
| Annual return | -13.87% | -13.85%0pp | 190.73%-204.6pp | 1.58%-15.4pp |
| Employer contribution / active EE | $2,075 | $1,864+11.3% | $2,559-18.9% | $2,544-18.5% |
| Participant deferral / active EE | $4,586 | $3,112+47.4% | $3,849+19.2% | $4,237+8.2% |
| Admin fee / account holder | $7,279 | $600+1113.7% | $6,267+16.2% | $593+1127.0% |