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 | $73,809 | $197,825-62.7% | $155,790-52.6% | $125,391-41.1% |
| Participation rate | 85.7% | 82.1%+3.6pp | 76.1%+9.6pp | 83.2%+2.5pp |
| Annual return | -3.53% | 86.74%-90.3pp | 71.54%-75.1pp | 282.22%-285.8pp |
| Employer contribution / active EE | $3,267 | $4,847-32.6% | $3,836-14.8% | $4,866-32.9% |
| Participant deferral / active EE | $9,808 | $5,630+74.2% | $4,797+104.5% | $5,352+83.3% |
| Admin fee / account holder | $1,065 | $9,545-88.8% | $7,478-85.8% | $9,540-88.8% |