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 | $167,815 | $106,543+57.5% | $91,220+84.0% | $134,475+24.8% |
| Participation rate | 76.9% | 76.8%+0.1pp | 73.2%+3.7pp | 81.2%-4.3pp |
| Annual return | -17.03% | 160.60%-177.6pp | 114.01%-131.0pp | 417.96%-435.0pp |
| Employer contribution / active EE | $2,668 | $3,331-19.9% | $2,850-6.4% | $4,740-43.7% |
| Participant deferral / active EE | $6,262 | $4,719+32.7% | $4,234+47.9% | $6,400-2.2% |
| Admin fee / account holder | $5,502 | $6,231-11.7% | $5,420+1.5% | $11,426-51.8% |