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 | $83,069 | $138,044-39.8% | $125,339-33.7% | $134,475-38.2% |
| Participation rate | 73.3% | 84.5%-11.2pp | 82.4%-9.0pp | 81.2%-7.9pp |
| Annual return | -13.15% | 750.33%-763.5pp | 572.05%-585.2pp | 417.96%-431.1pp |
| Employer contribution / active EE | $2,082 | $5,243-60.3% | $4,814-56.7% | $4,740-56.1% |
| Participant deferral / active EE | $4,271 | $7,799-45.2% | $7,446-42.6% | $6,400-33.3% |
| Admin fee / account holder | $933 | $11,571-91.9% | $10,010-90.7% | $11,426-91.8% |