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 | $72,785 | $180,449-59.7% | $154,107-52.8% | $135,375-46.2% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -7.35% | 888.09%-895.4pp | 735.12%-742.5pp | 519.73%-527.1pp |
| Employer contribution / active EE | $11,541 | $6,035+91.2% | $5,298+117.9% | $4,779+141.5% |
| Participant deferral / active EE | $4,835 | $5,806-16.7% | $5,081-4.8% | $5,609-13.8% |
| Admin fee / account holder | $10,602 | $16,143-34.3% | $13,411-20.9% | $10,827-2.1% |