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 3-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 | $84,069 | $106,543-21.1% | $91,220-7.8% | $134,475-37.5% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.2%+1.8pp | 81.2%-6.2pp |
| Annual return | -16.07% | 160.60%-176.7pp | 114.01%-130.1pp | 417.96%-434.0pp |
| Employer contribution / active EE | $1,802 | $3,331-45.9% | $2,850-36.8% | $4,740-62.0% |
| Participant deferral / active EE | $6,845 | $4,719+45.1% | $4,234+61.7% | $6,400+7.0% |
| Admin fee / account holder | $3,014 | $6,231-51.6% | $5,420-44.4% | $11,426-73.6% |