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 | $74,099 | $180,449-58.9% | $154,107-51.9% | $135,375-45.3% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -8.70% | 888.09%-896.8pp | 735.12%-743.8pp | 519.73%-528.4pp |
| Employer contribution / active EE | $4,209 | $6,035-30.3% | $5,298-20.5% | $4,779-11.9% |
| Participant deferral / active EE | $6,801 | $5,806+17.1% | $5,081+33.9% | $5,609+21.3% |
| Admin fee / account holder | $1,171 | $16,143-92.7% | $13,411-91.3% | $10,827-89.2% |