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 | $62,456 | $99,640-37.3% | $86,436-27.7% | $134,475-53.6% |
| Participation rate | 83.3% | 82.0%+1.3pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -19.73% | 6782.58%-6802.3pp | 4394.89%-4414.6pp | 417.96%-437.7pp |
| Employer contribution / active EE | $4,415 | $4,400+0.3% | $3,769+17.2% | $4,740-6.8% |
| Participant deferral / active EE | $10,205 | $7,246+40.8% | $6,952+46.8% | $6,400+59.5% |
| Admin fee / account holder | $1,113 | $8,371-86.7% | $6,731-83.5% | $11,426-90.3% |