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 | $76,766 | $167,307-54.1% | $143,757-46.6% | $134,475-42.9% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -14.72% | 0.46%-15.2pp | -0.04%-14.7pp | 417.96%-432.7pp |
| Employer contribution / active EE | $3,382 | $5,619-39.8% | $4,951-31.7% | $4,740-28.7% |
| Participant deferral / active EE | $9,276 | $6,446+43.9% | $5,637+64.5% | $6,400+44.9% |
| Admin fee / account holder | $35,807 | $18,088+98.0% | $14,673+144.0% | $11,426+213.4% |