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 4-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 | $57,776 | $99,640-42.0% | $86,436-33.2% | $134,475-57.0% |
| Participation rate | 83.3% | 82.0%+1.3pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -19.89% | 6782.58%-6802.5pp | 4394.89%-4414.8pp | 417.96%-437.9pp |
| Employer contribution / active EE | $5,472 | $4,400+24.4% | $3,769+45.2% | $4,740+15.5% |
| Participant deferral / active EE | $7,416 | $7,246+2.3% | $6,952+6.7% | $6,400+15.9% |
| Admin fee / account holder | $635 | $8,371-92.4% | $6,731-90.6% | $11,426-94.4% |