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 | $76,562 | $190,805-59.9% | $159,960-52.1% | $134,475-43.1% |
| Participation rate | 73.3% | 81.9%-8.6pp | 78.0%-4.6pp | 81.2%-7.9pp |
| Annual return | -15.46% | 552.23%-567.7pp | 408.60%-424.1pp | 417.96%-433.4pp |
| Employer contribution / active EE | $1,303 | $4,995-73.9% | $4,226-69.2% | $4,740-72.5% |
| Participant deferral / active EE | $6,251 | $6,923-9.7% | $6,182+1.1% | $6,400-2.3% |
| Admin fee / account holder | $24,422 | $10,471+133.2% | $8,698+180.8% | $11,426+113.7% |