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 | $66,183 | $138,065-52.1% | $123,544-46.4% | $135,375-51.1% |
| Participation rate | 77.8% | 84.7%-7.0pp | 82.3%-4.5pp | 82.6%-4.9pp |
| Annual return | -7.19% | 153.68%-160.9pp | 119.20%-126.4pp | 519.73%-526.9pp |
| Employer contribution / active EE | $1,577 | $5,151-69.4% | $4,628-65.9% | $4,779-67.0% |
| Participant deferral / active EE | $6,228 | $6,799-8.4% | $6,426-3.1% | $5,609+11.0% |
| Admin fee / account holder | $7,020 | $10,916-35.7% | $9,284-24.4% | $10,827-35.2% |