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 7-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 | $79,686 | $99,640-20.0% | $86,436-7.8% | $134,475-40.7% |
| Participation rate | 80.0% | 82.0%-2.0pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -10.62% | 6782.58%-6793.2pp | 4394.89%-4405.5pp | 417.96%-428.6pp |
| Employer contribution / active EE | $4,694 | $4,400+6.7% | $3,769+24.6% | $4,740-1.0% |
| Participant deferral / active EE | $10,623 | $7,246+46.6% | $6,952+52.8% | $6,400+66.0% |
| Admin fee / account holder | $9,489 | $8,371+13.3% | $6,731+41.0% | $11,426-17.0% |