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 | $73,668 | $190,805-61.4% | $159,960-53.9% | $134,475-45.2% |
| Participation rate | 87.5% | 81.9%+5.6pp | 78.0%+9.5pp | 81.2%+6.3pp |
| Annual return | -17.58% | 552.23%-569.8pp | 408.60%-426.2pp | 417.96%-435.5pp |
| Employer contribution / active EE | $3,457 | $4,995-30.8% | $4,226-18.2% | $4,740-27.1% |
| Participant deferral / active EE | $11,027 | $6,923+59.3% | $6,182+78.4% | $6,400+72.3% |
| Admin fee / account holder | $416 | $10,471-96.0% | $8,698-95.2% | $11,426-96.4% |