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 | $69,444 | $97,757-29.0% | $83,848-17.2% | $135,375-48.7% |
| Participation rate | 77.8% | 80.0%-2.2pp | 76.1%+1.6pp | 82.6%-4.9pp |
| Annual return | -4.10% | 1287.37%-1291.5pp | 850.88%-855.0pp | 519.73%-523.8pp |
| Employer contribution / active EE | $2,163 | $4,222-48.8% | $3,631-40.4% | $4,779-54.7% |
| Participant deferral / active EE | $5,432 | $4,682+16.0% | $4,082+33.1% | $5,609-3.1% |
| Admin fee / account holder | $7,772 | $6,674+16.5% | $5,478+41.9% | $10,827-28.2% |