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 | $73,817 | $92,703-20.4% | $82,719-10.8% | $134,475-45.1% |
| Participation rate | 71.4% | 75.2%-3.8pp | 72.6%-1.1pp | 81.2%-9.8pp |
| Annual return | -10.96% | 944.92%-955.9pp | 701.18%-712.1pp | 417.96%-428.9pp |
| Employer contribution / active EE | $2,421 | $3,274-26.1% | $3,009-19.6% | $4,740-48.9% |
| Participant deferral / active EE | $5,551 | $4,802+15.6% | $4,395+26.3% | $6,400-13.3% |
| Admin fee / account holder | $365 | $5,983-93.9% | $5,329-93.2% | $11,426-96.8% |