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 9-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 | $73,327 | $92,703-20.9% | $82,719-11.4% | $134,475-45.5% |
| Participation rate | 93.8% | 75.2%+18.6pp | 72.6%+21.2pp | 81.2%+12.5pp |
| Annual return | -14.56% | 944.92%-959.5pp | 701.18%-715.7pp | 417.96%-432.5pp |
| Employer contribution / active EE | $4,275 | $3,274+30.6% | $3,009+42.1% | $4,740-9.8% |
| Participant deferral / active EE | $5,679 | $4,802+18.3% | $4,395+29.2% | $6,400-11.3% |
| Admin fee / account holder | $310 | $5,983-94.8% | $5,329-94.2% | $11,426-97.3% |