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 | $78,253 | $180,449-56.6% | $154,107-49.2% | $135,375-42.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.56% | 888.09%-896.7pp | 735.12%-743.7pp | 519.73%-528.3pp |
| Employer contribution / active EE | $2,030 | $6,035-66.4% | $5,298-61.7% | $4,779-57.5% |
| Participant deferral / active EE | $4,862 | $5,806-16.3% | $5,081-4.3% | $5,609-13.3% |
| Admin fee / account holder | $1,866 | $16,143-88.4% | $13,411-86.1% | $10,827-82.8% |