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 | $74,288 | $190,805-61.1% | $159,960-53.6% | $134,475-44.8% |
| Participation rate | 75.0% | 81.9%-6.9pp | 78.0%-3.0pp | 81.2%-6.2pp |
| Annual return | -6.64% | 552.23%-558.9pp | 408.60%-415.2pp | 417.96%-424.6pp |
| Employer contribution / active EE | $3,211 | $4,995-35.7% | $4,226-24.0% | $4,740-32.3% |
| Participant deferral / active EE | $8,466 | $6,923+22.3% | $6,182+36.9% | $6,400+32.3% |
| Admin fee / account holder | $512 | $10,471-95.1% | $8,698-94.1% | $11,426-95.5% |