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 | $69,396 | $180,449-61.5% | $154,107-55.0% | $135,375-48.7% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | -7.81% | 888.09%-895.9pp | 735.12%-742.9pp | 519.73%-527.5pp |
| Employer contribution / active EE | $2,063 | $6,035-65.8% | $5,298-61.1% | $4,779-56.8% |
| Participant deferral / active EE | $5,435 | $5,806-6.4% | $5,081+7.0% | $5,609-3.1% |
| Admin fee / account holder | $509 | $16,143-96.8% | $13,411-96.2% | $10,827-95.3% |