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 | $67,421 | $160,055-57.9% | $140,016-51.8% | $135,375-50.2% |
| Participation rate | 85.0% | 88.5%-3.5pp | 87.5%-2.5pp | 82.6%+2.4pp |
| Annual return | -8.76% | 911.38%-920.1pp | 651.12%-659.9pp | 519.73%-528.5pp |
| Employer contribution / active EE | $4,282 | $6,420-33.3% | $5,606-23.6% | $4,779-10.4% |
| Participant deferral / active EE | $11,847 | $7,642+55.0% | $6,927+71.0% | $5,609+111.2% |
| Admin fee / account holder | $3,399 | $13,328-74.5% | $10,705-68.3% | $10,827-68.6% |