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 | $76,492 | $43,723+74.9% | $121,196-36.9% | $64,186+19.2% |
| Participation rate | 98.3% | 58.3%+40.0pp | 71.7%+26.6pp | 69.6%+28.8pp |
| Annual return | -5.49% | 68.91%-74.4pp | 16.93%-22.4pp | 7.63%-13.1pp |
| Employer contribution / active EE | $2,996 | $1,296+131.2% | $4,022-25.5% | $2,381+25.9% |
| Participant deferral / active EE | $5,993 | $2,280+162.9% | $3,344+79.2% | $3,470+72.7% |
| Admin fee / account holder | $22,750 | $3,501+549.8% | $5,019+353.3% | $4,888+365.4% |