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 | $83,829 | $91,538-8.4% | $129,995-35.5% | $75,163+11.5% |
| Participation rate | 96.4% | 71.4%+25.0pp | 78.5%+17.9pp | 67.2%+29.2pp |
| Annual return | 15.38% | -631.11%+646.5pp | -137.18%+152.6pp | 160.62%-145.2pp |
| Employer contribution / active EE | $1,167 | $2,845-59.0% | $4,320-73.0% | $2,670-56.3% |
| Participant deferral / active EE | $5,023 | $4,341+15.7% | $5,820-13.7% | $4,125+21.8% |
| Admin fee / account holder | $12,295 | $6,790+81.1% | $10,614+15.8% | $5,651+117.6% |