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 | $56,543 | $138,065-59.0% | $123,544-54.2% | $135,375-58.2% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | -7.10% | 153.68%-160.8pp | 119.20%-126.3pp | 519.73%-526.8pp |
| Employer contribution / active EE | $6,645 | $5,151+29.0% | $4,628+43.6% | $4,779+39.1% |
| Participant deferral / active EE | $3,617 | $6,799-46.8% | $6,426-43.7% | $5,609-35.5% |
| Admin fee / account holder | $510 | $10,916-95.3% | $9,284-94.5% | $10,827-95.3% |