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 | $74,898 | $67,331+11.2% | $60,874+23.0% | $134,475-44.3% |
| Participation rate | 87.0% | 76.2%+10.8pp | 73.1%+13.8pp | 81.2%+5.7pp |
| Annual return | -12.68% | 49.93%-62.6pp | 16.90%-29.6pp | 417.96%-430.6pp |
| Employer contribution / active EE | $1,984 | $3,096-35.9% | $2,701-26.5% | $4,740-58.1% |
| Participant deferral / active EE | $3,572 | $4,538-21.3% | $3,817-6.4% | $6,400-44.2% |
| Admin fee / account holder | $978 | $4,582-78.7% | $3,224-69.7% | $11,426-91.4% |