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 | $83,464 | $106,543-21.7% | $91,220-8.5% | $134,475-37.9% |
| Participation rate | 71.4% | 76.8%-5.4pp | 73.2%-1.8pp | 81.2%-9.8pp |
| Annual return | -18.52% | 160.60%-179.1pp | 114.01%-132.5pp | 417.96%-436.5pp |
| Employer contribution / active EE | $2,291 | $3,331-31.2% | $2,850-19.6% | $4,740-51.7% |
| Participant deferral / active EE | $5,328 | $4,719+12.9% | $4,234+25.9% | $6,400-16.7% |
| Admin fee / account holder | $548 | $6,231-91.2% | $5,420-89.9% | $11,426-95.2% |