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 | $61,092 | $197,825-69.1% | $155,790-60.8% | $125,391-51.3% |
| Participation rate | 94.4% | 82.1%+12.4pp | 76.1%+18.3pp | 83.2%+11.3pp |
| Annual return | -2.32% | 86.74%-89.1pp | 71.54%-73.9pp | 282.22%-284.5pp |
| Employer contribution / active EE | $2,747 | $4,847-43.3% | $3,836-28.4% | $4,866-43.6% |
| Participant deferral / active EE | $4,481 | $5,630-20.4% | $4,797-6.6% | $5,352-16.3% |
| Admin fee / account holder | $938 | $9,545-90.2% | $7,478-87.5% | $9,540-90.2% |