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 | $76,398 | $138,065-44.7% | $123,544-38.2% | $135,375-43.6% |
| Participation rate | 78.6% | 84.7%-6.2pp | 82.3%-3.7pp | 82.6%-4.1pp |
| Annual return | -6.53% | 153.68%-160.2pp | 119.20%-125.7pp | 519.73%-526.3pp |
| Employer contribution / active EE | $1,240 | $5,151-75.9% | $4,628-73.2% | $4,779-74.1% |
| Participant deferral / active EE | $2,836 | $6,799-58.3% | $6,426-55.9% | $5,609-49.4% |
| Admin fee / account holder | $429 | $10,916-96.1% | $9,284-95.4% | $10,827-96.0% |