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 | $77,758 | $180,449-56.9% | $154,107-49.5% | $135,375-42.6% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -6.59% | 888.09%-894.7pp | 735.12%-741.7pp | 519.73%-526.3pp |
| Employer contribution / active EE | $6,789 | $6,035+12.5% | $5,298+28.2% | $4,779+42.1% |
| Participant deferral / active EE | $3,929 | $5,806-32.3% | $5,081-22.7% | $5,609-29.9% |
| Admin fee / account holder | $1,175 | $16,143-92.7% | $13,411-91.2% | $10,827-89.2% |