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 | $61,476 | $95,971-35.9% | $74,550-17.5% | $135,375-54.6% |
| Participation rate | 84.6% | 75.7%+9.0pp | 69.1%+15.5pp | 82.6%+2.0pp |
| Annual return | -6.17% | 56.96%-63.1pp | 32.53%-38.7pp | 519.73%-525.9pp |
| Employer contribution / active EE | $1,436 | $2,716-47.1% | $1,961-26.8% | $4,779-70.0% |
| Participant deferral / active EE | $2,974 | $3,843-22.6% | $3,108-4.3% | $5,609-47.0% |
| Admin fee / account holder | $603 | $6,522-90.8% | $5,060-88.1% | $10,827-94.4% |