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 | $85,191 | $168,632-49.5% | $147,614-42.3% | $125,391-32.1% |
| Participation rate | 81.3% | 88.8%-7.5pp | 84.6%-3.4pp | 83.2%-1.9pp |
| Annual return | -1.80% | 77.65%-79.4pp | 61.98%-63.8pp | 282.22%-284.0pp |
| Employer contribution / active EE | $3,428 | $6,252-45.2% | $5,564-38.4% | $4,866-29.5% |
| Participant deferral / active EE | $7,452 | $5,507+35.3% | $4,895+52.2% | $5,352+39.3% |
| Admin fee / account holder | $911 | $13,580-93.3% | $11,611-92.2% | $9,540-90.4% |