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 9-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 | $67,269 | $180,449-62.7% | $154,107-56.3% | $135,375-50.3% |
| Participation rate | 90.9% | 87.4%+3.5pp | 83.0%+7.9pp | 82.6%+8.3pp |
| Annual return | -4.84% | 888.09%-892.9pp | 735.12%-740.0pp | 519.73%-524.6pp |
| Employer contribution / active EE | $1,830 | $6,035-69.7% | $5,298-65.5% | $4,779-61.7% |
| Participant deferral / active EE | $3,794 | $5,806-34.7% | $5,081-25.3% | $5,609-32.4% |
| Admin fee / account holder | $3,668 | $16,143-77.3% | $13,411-72.7% | $10,827-66.1% |