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 | $79,114 | $95,971-17.6% | $74,550+6.1% | $135,375-41.6% |
| Participation rate | 75.0% | 75.7%-0.7pp | 69.1%+5.9pp | 82.6%-7.6pp |
| Annual return | -3.96% | 56.96%-60.9pp | 32.53%-36.5pp | 519.73%-523.7pp |
| Employer contribution / active EE | $12,036 | $2,716+343.1% | $1,961+513.8% | $4,779+151.9% |
| Participant deferral / active EE | $4,874 | $3,843+26.8% | $3,108+56.8% | $5,609-13.1% |
| Admin fee / account holder | $2,644 | $6,522-59.5% | $5,060-47.7% | $10,827-75.6% |