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 | $73,658 | $180,449-59.2% | $154,107-52.2% | $135,375-45.6% |
| Participation rate | 81.8% | 87.4%-5.6pp | 83.0%-1.2pp | 82.6%-0.8pp |
| Annual return | -3.86% | 888.09%-892.0pp | 735.12%-739.0pp | 519.73%-523.6pp |
| Employer contribution / active EE | $1,790 | $6,035-70.3% | $5,298-66.2% | $4,779-62.5% |
| Participant deferral / active EE | $4,976 | $5,806-14.3% | $5,081-2.1% | $5,609-11.3% |
| Admin fee / account holder | $16,189 | $16,143+0.3% | $13,411+20.7% | $10,827+49.5% |