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 | $82,830 | $138,044-40.0% | $125,339-33.9% | $134,475-38.4% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -17.90% | 750.33%-768.2pp | 572.05%-589.9pp | 417.96%-435.9pp |
| Employer contribution / active EE | $7,188 | $5,243+37.1% | $4,814+49.3% | $4,740+51.7% |
| Participant deferral / active EE | $8,306 | $7,799+6.5% | $7,446+11.5% | $6,400+29.8% |
| Admin fee / account holder | $4,513 | $11,571-61.0% | $10,010-54.9% | $11,426-60.5% |