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 | $68,020 | $101,283-32.8% | $75,826-10.3% | $135,375-49.8% |
| Participation rate | 83.3% | 72.7%+10.6pp | 68.2%+15.1pp | 82.6%+0.7pp |
| Annual return | -5.81% | 3384.62%-3390.4pp | 1914.15%-1920.0pp | 519.73%-525.5pp |
| Employer contribution / active EE | $1,769 | $2,382-25.7% | $1,913-7.5% | $4,779-63.0% |
| Participant deferral / active EE | $6,480 | $3,469+86.8% | $2,862+126.4% | $5,609+15.5% |
| Admin fee / account holder | $763 | $6,539-88.3% | $4,726-83.9% | $10,827-93.0% |