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 | $127,435 | $97,757+30.4% | $83,848+52.0% | $135,375-5.9% |
| Participation rate | 73.7% | 80.0%-6.3pp | 76.1%-2.5pp | 82.6%-9.0pp |
| Annual return | -4.32% | 1287.37%-1291.7pp | 850.88%-855.2pp | 519.73%-524.1pp |
| Employer contribution / active EE | $2,188 | $4,222-48.2% | $3,631-39.7% | $4,779-54.2% |
| Participant deferral / active EE | $4,564 | $4,682-2.5% | $4,082+11.8% | $5,609-18.6% |
| Admin fee / account holder | $6,909 | $6,674+3.5% | $5,478+26.1% | $10,827-36.2% |