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 | $66,267 | $90,600-26.9% | $79,464-16.6% | $135,375-51.0% |
| Participation rate | 91.7% | 76.0%+15.6pp | 73.3%+18.3pp | 82.6%+9.0pp |
| Annual return | -4.21% | 977.43%-981.6pp | 718.14%-722.4pp | 519.73%-523.9pp |
| Employer contribution / active EE | $5,236 | $3,068+70.7% | $2,800+87.0% | $4,779+9.6% |
| Participant deferral / active EE | $7,440 | $4,050+83.7% | $3,704+100.9% | $5,609+32.6% |
| Admin fee / account holder | $3,162 | $5,907-46.5% | $5,113-38.2% | $10,827-70.8% |