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 | $67,191 | $180,449-62.8% | $154,107-56.4% | $135,375-50.4% |
| Participation rate | 92.3% | 87.4%+4.9pp | 83.0%+9.3pp | 82.6%+9.7pp |
| Annual return | -5.74% | 888.09%-893.8pp | 735.12%-740.9pp | 519.73%-525.5pp |
| Employer contribution / active EE | $6,252 | $6,035+3.6% | $5,298+18.0% | $4,779+30.8% |
| Participant deferral / active EE | $6,313 | $5,806+8.7% | $5,081+24.3% | $5,609+12.6% |
| Admin fee / account holder | $3,448 | $16,143-78.6% | $13,411-74.3% | $10,827-68.2% |