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 | $71,688 | $180,449-60.3% | $154,107-53.5% | $135,375-47.0% |
| Participation rate | 90.9% | 87.4%+3.5pp | 83.0%+7.9pp | 82.6%+8.3pp |
| Annual return | -6.01% | 888.09%-894.1pp | 735.12%-741.1pp | 519.73%-525.7pp |
| Employer contribution / active EE | $1,512 | $6,035-74.9% | $5,298-71.5% | $4,779-68.4% |
| Participant deferral / active EE | $6,979 | $5,806+20.2% | $5,081+37.4% | $5,609+24.4% |
| Admin fee / account holder | $22,273 | $16,143+38.0% | $13,411+66.1% | $10,827+105.7% |