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 | $73,975 | $106,543-30.6% | $91,220-18.9% | $134,475-45.0% |
| Participation rate | 72.7% | 76.8%-4.1pp | 73.2%-0.5pp | 81.2%-8.5pp |
| Annual return | -15.99% | 160.60%-176.6pp | 114.01%-130.0pp | 417.96%-434.0pp |
| Employer contribution / active EE | $1,105 | $3,331-66.8% | $2,850-61.2% | $4,740-76.7% |
| Participant deferral / active EE | $2,131 | $4,719-54.8% | $4,234-49.7% | $6,400-66.7% |
| Admin fee / account holder | $720 | $6,231-88.4% | $5,420-86.7% | $11,426-93.7% |