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 | $82,705 | $180,449-54.2% | $154,107-46.3% | $135,375-38.9% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -6.50% | 888.09%-894.6pp | 735.12%-741.6pp | 519.73%-526.2pp |
| Employer contribution / active EE | $1,785 | $6,035-70.4% | $5,298-66.3% | $4,779-62.7% |
| Participant deferral / active EE | $4,937 | $5,806-15.0% | $5,081-2.8% | $5,609-12.0% |
| Admin fee / account holder | $1,447 | $16,143-91.0% | $13,411-89.2% | $10,827-86.6% |