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 | $81,494 | $168,632-51.7% | $147,614-44.8% | $125,391-35.0% |
| Participation rate | 76.9% | 88.8%-11.8pp | 84.6%-7.7pp | 83.2%-6.3pp |
| Annual return | 0.00% | 77.65%-77.6pp | 61.98%-62.0pp | 282.22%-282.2pp |
| Employer contribution / active EE | $2,007 | $6,252-67.9% | $5,564-63.9% | $4,866-58.7% |
| Participant deferral / active EE | $3,407 | $5,507-38.1% | $4,895-30.4% | $5,352-36.3% |
| Admin fee / account holder | $5,505 | $13,580-59.5% | $11,611-52.6% | $9,540-42.3% |