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 | $71,552 | $190,805-62.5% | $159,960-55.3% | $134,475-46.8% |
| Participation rate | 78.6% | 81.9%-3.4pp | 78.0%+0.6pp | 81.2%-2.7pp |
| Annual return | -17.77% | 552.23%-570.0pp | 408.60%-426.4pp | 417.96%-435.7pp |
| Employer contribution / active EE | $4,963 | $4,995-0.7% | $4,226+17.4% | $4,740+4.7% |
| Participant deferral / active EE | $11,774 | $6,923+70.1% | $6,182+90.4% | $6,400+84.0% |
| Admin fee / account holder | $2,096 | $10,471-80.0% | $8,698-75.9% | $11,426-81.7% |