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 | $67,264 | $82,664-18.6% | $125,339-46.3% | $68,494-1.8% |
| Participation rate | 75.9% | 75.0%+0.8pp | 82.4%-6.5pp | 67.9%+8.0pp |
| Annual return | -12.12% | -5.97%-6.2pp | 572.05%-584.2pp | -7.84%-4.3pp |
| Employer contribution / active EE | $5,803 | $3,381+71.6% | $4,814+20.6% | $2,596+123.5% |
| Participant deferral / active EE | $10,021 | $6,110+64.0% | $7,446+34.6% | $4,027+148.8% |
| Admin fee / account holder | $6,013 | $6,275-4.2% | $10,010-39.9% | $5,403+11.3% |