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 | $64,977 | $97,757-33.5% | $83,848-22.5% | $135,375-52.0% |
| Participation rate | 81.8% | 80.0%+1.9pp | 76.1%+5.7pp | 82.6%-0.8pp |
| Annual return | -7.68% | 1287.37%-1295.1pp | 850.88%-858.6pp | 519.73%-527.4pp |
| Employer contribution / active EE | $2,474 | $4,222-41.4% | $3,631-31.9% | $4,779-48.2% |
| Participant deferral / active EE | $3,810 | $4,682-18.6% | $4,082-6.6% | $5,609-32.1% |
| Admin fee / account holder | $761 | $6,674-88.6% | $5,478-86.1% | $10,827-93.0% |