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 | $68,488 | $168,632-59.4% | $147,614-53.6% | $125,391-45.4% |
| Participation rate | 95.2% | 88.8%+6.5pp | 84.6%+10.6pp | 83.2%+12.0pp |
| Annual return | -2.51% | 77.65%-80.2pp | 61.98%-64.5pp | 282.22%-284.7pp |
| Employer contribution / active EE | $3,868 | $6,252-38.1% | $5,564-30.5% | $4,866-20.5% |
| Participant deferral / active EE | $4,785 | $5,507-13.1% | $4,895-2.2% | $5,352-10.6% |
| Admin fee / account holder | $500 | $13,580-96.3% | $11,611-95.7% | $9,540-94.8% |