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 | $60,876 | $138,044-55.9% | $125,339-51.4% | $134,475-54.7% |
| Participation rate | 86.7% | 84.5%+2.2pp | 82.4%+4.3pp | 81.2%+5.4pp |
| Annual return | -18.53% | 750.33%-768.9pp | 572.05%-590.6pp | 417.96%-436.5pp |
| Employer contribution / active EE | $2,492 | $5,243-52.5% | $4,814-48.2% | $4,740-47.4% |
| Participant deferral / active EE | $7,668 | $7,799-1.7% | $7,446+3.0% | $6,400+19.8% |
| Admin fee / account holder | $1,075 | $11,571-90.7% | $10,010-89.3% | $11,426-90.6% |