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 | $58,290 | $84,695-31.2% | $73,843-21.1% | $125,391-53.5% |
| Participation rate | 90.9% | 76.8%+14.2pp | 73.4%+17.5pp | 83.2%+7.7pp |
| Annual return | -3.18% | 3123.53%-3126.7pp | 2267.84%-2271.0pp | 282.22%-285.4pp |
| Employer contribution / active EE | $2,867 | $3,123-8.2% | $2,787+2.9% | $4,866-41.1% |
| Participant deferral / active EE | $2,611 | $3,992-34.6% | $3,583-27.1% | $5,352-51.2% |
| Admin fee / account holder | $868 | $5,691-84.7% | $4,880-82.2% | $9,540-90.9% |