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 9-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 | $79,363 | $152,509-48.0% | $117,472-32.4% | $134,475-41.0% |
| Participation rate | 85.7% | 77.1%+8.6pp | 70.6%+15.1pp | 81.2%+4.5pp |
| Annual return | -13.30% | 52.99%-66.3pp | 29.74%-43.0pp | 417.96%-431.3pp |
| Employer contribution / active EE | $2,703 | $5,571-51.5% | $4,176-35.3% | $4,740-43.0% |
| Participant deferral / active EE | $5,128 | $4,818+6.4% | $4,070+26.0% | $6,400-19.9% |
| Admin fee / account holder | $392 | $7,004-94.4% | $5,645-93.1% | $11,426-96.6% |