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 | $76,300 | $92,703-17.7% | $82,719-7.8% | $134,475-43.3% |
| Participation rate | 82.6% | 75.2%+7.4pp | 72.6%+10.1pp | 81.2%+1.4pp |
| Annual return | -12.56% | 944.92%-957.5pp | 701.18%-713.7pp | 417.96%-430.5pp |
| Employer contribution / active EE | $8,620 | $3,274+163.3% | $3,009+186.5% | $4,740+81.9% |
| Participant deferral / active EE | $10,501 | $4,802+118.7% | $4,395+138.9% | $6,400+64.1% |
| Admin fee / account holder | $1,826 | $5,983-69.5% | $5,329-65.7% | $11,426-84.0% |