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 | $70,279 | $135,635-48.2% | $110,238-36.2% | $135,375-48.1% |
| Participation rate | 94.4% | 83.5%+11.0pp | 79.8%+14.6pp | 82.6%+11.8pp |
| Annual return | -7.28% | 513.19%-520.5pp | 314.74%-322.0pp | 519.73%-527.0pp |
| Employer contribution / active EE | $1,855 | $4,906-62.2% | $3,826-51.5% | $4,779-61.2% |
| Participant deferral / active EE | $4,398 | $5,506-20.1% | $4,672-5.9% | $5,609-21.6% |
| Admin fee / account holder | $3,058 | $11,457-73.3% | $8,547-64.2% | $10,827-71.8% |