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 | $59,299 | $138,065-57.0% | $123,544-52.0% | $135,375-56.2% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -5.21% | 153.68%-158.9pp | 119.20%-124.4pp | 519.73%-524.9pp |
| Employer contribution / active EE | $3,770 | $5,151-26.8% | $4,628-18.5% | $4,779-21.1% |
| Participant deferral / active EE | $10,511 | $6,799+54.6% | $6,426+63.6% | $5,609+87.4% |
| Admin fee / account holder | $678 | $10,916-93.8% | $9,284-92.7% | $10,827-93.7% |