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 | $70,160 | $100,754-30.4% | $86,677-19.1% | $134,475-47.8% |
| Participation rate | 78.9% | 78.9%0pp | 76.6%+2.4pp | 81.2%-2.3pp |
| Annual return | -19.29% | 29.04%-48.3pp | 35.91%-55.2pp | 417.96%-437.3pp |
| Employer contribution / active EE | $1,735 | $3,489-50.3% | $2,836-38.8% | $4,740-63.4% |
| Participant deferral / active EE | $2,887 | $5,338-45.9% | $4,656-38.0% | $6,400-54.9% |
| Admin fee / account holder | $413 | $10,926-96.2% | $7,493-94.5% | $11,426-96.4% |