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 | $72,934 | $138,065-47.2% | $123,544-41.0% | $135,375-46.1% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -6.78% | 153.68%-160.5pp | 119.20%-126.0pp | 519.73%-526.5pp |
| Employer contribution / active EE | $8,573 | $5,151+66.4% | $4,628+85.3% | $4,779+79.4% |
| Participant deferral / active EE | $6,756 | $6,799-0.6% | $6,426+5.1% | $5,609+20.5% |
| Admin fee / account holder | $11,227 | $10,916+2.8% | $9,284+20.9% | $10,827+3.7% |