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 | $80,451 | $56,199+43.2% | $67,652+18.9% | $59,632+34.9% |
| Participation rate | 72.0% | 71.5%+0.6pp | 75.7%-3.6pp | 68.7%+3.4pp |
| Annual return | -0.31% | 18505.31%-18505.6pp | 6625.04%-6625.3pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $1,306 | $1,614-19.1% | $2,266-42.3% | $2,203-40.7% |
| Participant deferral / active EE | $3,951 | $2,844+38.9% | $3,560+11.0% | $3,192+23.8% |
| Admin fee / account holder | $505 | $3,958-87.2% | $4,821-89.5% | $4,297-88.2% |