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 | $87,679 | $92,703-5.4% | $82,719+6.0% | $134,475-34.8% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -17.11% | 944.92%-962.0pp | 701.18%-718.3pp | 417.96%-435.1pp |
| Employer contribution / active EE | $4,694 | $3,274+43.4% | $3,009+56.0% | $4,740-1.0% |
| Participant deferral / active EE | $3,422 | $4,802-28.7% | $4,395-22.1% | $6,400-46.5% |
| Admin fee / account holder | $490 | $5,983-91.8% | $5,329-90.8% | $11,426-95.7% |