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 | $77,741 | $97,757-20.5% | $83,848-7.3% | $135,375-42.6% |
| Participation rate | 77.8% | 80.0%-2.2pp | 76.1%+1.6pp | 82.6%-4.9pp |
| Annual return | -9.10% | 1287.37%-1296.5pp | 850.88%-860.0pp | 519.73%-528.8pp |
| Employer contribution / active EE | $2,753 | $4,222-34.8% | $3,631-24.2% | $4,779-42.4% |
| Participant deferral / active EE | $6,162 | $4,682+31.6% | $4,082+51.0% | $5,609+9.9% |
| Admin fee / account holder | $14,997 | $6,674+124.7% | $5,478+173.8% | $10,827+38.5% |