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 | $87,007 | $99,640-12.7% | $86,436+0.7% | $134,475-35.3% |
| Participation rate | 87.5% | 82.0%+5.5pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -13.37% | 6782.58%-6795.9pp | 4394.89%-4408.3pp | 417.96%-431.3pp |
| Employer contribution / active EE | $1,710 | $4,400-61.1% | $3,769-54.6% | $4,740-63.9% |
| Participant deferral / active EE | $9,407 | $7,246+29.8% | $6,952+35.3% | $6,400+47.0% |
| Admin fee / account holder | $3,890 | $8,371-53.5% | $6,731-42.2% | $11,426-66.0% |