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 | $69,767 | $160,055-56.4% | $140,016-50.2% | $135,375-48.5% |
| Participation rate | 92.9% | 88.5%+4.3pp | 87.5%+5.4pp | 82.6%+10.2pp |
| Annual return | -5.01% | 911.38%-916.4pp | 651.12%-656.1pp | 519.73%-524.7pp |
| Employer contribution / active EE | $5,568 | $6,420-13.3% | $5,606-0.7% | $4,779+16.5% |
| Participant deferral / active EE | $12,196 | $7,642+59.6% | $6,927+76.1% | $5,609+117.4% |
| Admin fee / account holder | $13,842 | $13,328+3.9% | $10,705+29.3% | $10,827+27.8% |