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 | $94,998 | $44,850+111.8% | $60,547+56.9% | $59,632+59.3% |
| Participation rate | 72.0% | 59.5%+12.5pp | 68.0%+4.0pp | 68.7%+3.3pp |
| Annual return | -1.91% | 1074.14%-1076.1pp | 335.64%-337.6pp | 2041.28%-2043.2pp |
| Employer contribution / active EE | $1,853 | $1,462+26.8% | $2,419-23.4% | $2,203-15.9% |
| Participant deferral / active EE | $4,661 | $2,230+109.0% | $3,328+40.1% | $3,192+46.0% |
| Admin fee / account holder | $1,640 | $3,635-54.9% | $4,536-63.8% | $4,297-61.8% |