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 | $71,259 | $168,632-57.7% | $147,614-51.7% | $125,391-43.2% |
| Participation rate | 87.5% | 88.8%-1.3pp | 84.6%+2.9pp | 83.2%+4.3pp |
| Annual return | -3.67% | 77.65%-81.3pp | 61.98%-65.6pp | 282.22%-285.9pp |
| Employer contribution / active EE | $2,448 | $6,252-60.9% | $5,564-56.0% | $4,866-49.7% |
| Participant deferral / active EE | $8,608 | $5,507+56.3% | $4,895+75.8% | $5,352+60.8% |
| Admin fee / account holder | $2,935 | $13,580-78.4% | $11,611-74.7% | $9,540-69.2% |