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 | $69,493 | $92,703-25.0% | $82,719-16.0% | $134,475-48.3% |
| Participation rate | 91.7% | 75.2%+16.5pp | 72.6%+19.1pp | 81.2%+10.4pp |
| Annual return | -11.95% | 944.92%-956.9pp | 701.18%-713.1pp | 417.96%-429.9pp |
| Employer contribution / active EE | $3,878 | $3,274+18.5% | $3,009+28.9% | $4,740-18.2% |
| Participant deferral / active EE | $4,174 | $4,802-13.1% | $4,395-5.0% | $6,400-34.8% |
| Admin fee / account holder | $966 | $5,983-83.9% | $5,329-81.9% | $11,426-91.5% |