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 | $72,190 | $97,757-26.2% | $83,848-13.9% | $135,375-46.7% |
| Participation rate | 84.6% | 80.0%+4.7pp | 76.1%+8.5pp | 82.6%+2.0pp |
| Annual return | -6.05% | 1287.37%-1293.4pp | 850.88%-856.9pp | 519.73%-525.8pp |
| Employer contribution / active EE | $1,530 | $4,222-63.8% | $3,631-57.9% | $4,779-68.0% |
| Participant deferral / active EE | $3,654 | $4,682-22.0% | $4,082-10.5% | $5,609-34.8% |
| Admin fee / account holder | $2,479 | $6,674-62.9% | $5,478-54.8% | $10,827-77.1% |