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 | $81,615 | $97,757-16.5% | $83,848-2.7% | $135,375-39.7% |
| Participation rate | 93.8% | 80.0%+13.8pp | 76.1%+17.6pp | 82.6%+11.1pp |
| Annual return | -9.37% | 1287.37%-1296.7pp | 850.88%-860.2pp | 519.73%-529.1pp |
| Employer contribution / active EE | $1,774 | $4,222-58.0% | $3,631-51.1% | $4,779-62.9% |
| Participant deferral / active EE | $4,081 | $4,682-12.8% | $4,0820% | $5,609-27.2% |
| Admin fee / account holder | $3,128 | $6,674-53.1% | $5,478-42.9% | $10,827-71.1% |