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 | $76,782 | $138,065-44.4% | $123,544-37.9% | $135,375-43.3% |
| Participation rate | 82.4% | 84.7%-2.4pp | 82.3%+0.1pp | 82.6%-0.3pp |
| Annual return | -1.05% | 153.68%-154.7pp | 119.20%-120.2pp | 519.73%-520.8pp |
| Employer contribution / active EE | $6,500 | $5,151+26.2% | $4,628+40.5% | $4,779+36.0% |
| Participant deferral / active EE | $9,511 | $6,799+39.9% | $6,426+48.0% | $5,609+69.6% |
| Admin fee / account holder | $8,603 | $10,916-21.2% | $9,284-7.3% | $10,827-20.5% |