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 | $62,433 | $180,449-65.4% | $154,107-59.5% | $135,375-53.9% |
| Participation rate | 90.9% | 87.4%+3.5pp | 83.0%+7.9pp | 82.6%+8.3pp |
| Annual return | -7.30% | 888.09%-895.4pp | 735.12%-742.4pp | 519.73%-527.0pp |
| Employer contribution / active EE | $5,646 | $6,035-6.5% | $5,298+6.6% | $4,779+18.1% |
| Participant deferral / active EE | $4,901 | $5,806-15.6% | $5,081-3.5% | $5,609-12.6% |
| Admin fee / account holder | $1,439 | $16,143-91.1% | $13,411-89.3% | $10,827-86.7% |