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 | $73,067 | $95,971-23.9% | $74,550-2.0% | $135,375-46.0% |
| Participation rate | 72.7% | 75.7%-2.9pp | 69.1%+3.6pp | 82.6%-9.9pp |
| Annual return | -5.71% | 56.96%-62.7pp | 32.53%-38.2pp | 519.73%-525.4pp |
| Employer contribution / active EE | $2,727 | $2,716+0.4% | $1,961+39.1% | $4,779-42.9% |
| Participant deferral / active EE | $5,766 | $3,843+50.0% | $3,108+85.5% | $5,609+2.8% |
| Admin fee / account holder | $2,606 | $6,522-60.0% | $5,060-48.5% | $10,827-75.9% |