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 | $73,561 | $88,594-17.0% | $70,092+4.9% | $134,475-45.3% |
| Participation rate | 80.0% | 74.9%+5.1pp | 70.5%+9.5pp | 81.2%-1.2pp |
| Annual return | -18.33% | 442.67%-461.0pp | 190.73%-209.1pp | 417.96%-436.3pp |
| Employer contribution / active EE | $1,391 | $3,233-57.0% | $2,559-45.6% | $4,740-70.6% |
| Participant deferral / active EE | $6,643 | $4,772+39.2% | $3,849+72.6% | $6,400+3.8% |
| Admin fee / account holder | $44,776 | $10,441+328.9% | $6,267+614.5% | $11,426+291.9% |