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 | $81,435 | $133,958-39.2% | $112,228-27.4% | $134,475-39.4% |
| Participation rate | 70.8% | 78.6%-7.7pp | 75.1%-4.2pp | 81.2%-10.4pp |
| Annual return | -20.02% | 47.11%-67.1pp | 27.45%-47.5pp | 417.96%-438.0pp |
| Employer contribution / active EE | $1,415 | $4,038-64.9% | $3,635-61.1% | $4,740-70.1% |
| Participant deferral / active EE | $9,436 | $5,291+78.3% | $4,728+99.6% | $6,400+47.4% |
| Admin fee / account holder | $2,363 | $7,489-68.4% | $6,410-63.1% | $11,426-79.3% |