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 | $78,217 | $135,635-42.3% | $110,238-29.0% | $135,375-42.2% |
| Participation rate | 91.7% | 83.5%+8.2pp | 79.8%+11.8pp | 82.6%+9.0pp |
| Annual return | -7.27% | 513.19%-520.5pp | 314.74%-322.0pp | 519.73%-527.0pp |
| Employer contribution / active EE | $2,003 | $4,906-59.2% | $3,826-47.7% | $4,779-58.1% |
| Participant deferral / active EE | $3,664 | $5,506-33.5% | $4,672-21.6% | $5,609-34.7% |
| Admin fee / account holder | $6,192 | $11,457-46.0% | $8,547-27.6% | $10,827-42.8% |