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 | $96,062 | $92,703+3.6% | $82,719+16.1% | $134,475-28.6% |
| Participation rate | 70.6% | 75.2%-4.6pp | 72.6%-2.0pp | 81.2%-10.6pp |
| Annual return | -15.00% | 944.92%-959.9pp | 701.18%-716.2pp | 417.96%-433.0pp |
| Employer contribution / active EE | $1,963 | $3,274-40.0% | $3,009-34.8% | $4,740-58.6% |
| Participant deferral / active EE | $2,583 | $4,802-46.2% | $4,395-41.2% | $6,400-59.6% |
| Admin fee / account holder | $2,043 | $5,983-65.9% | $5,329-61.7% | $11,426-82.1% |