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 | $177,619 | $99,640+78.3% | $86,436+105.5% | $134,475+32.1% |
| Participation rate | 85.7% | 82.0%+3.7pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -17.47% | 6782.58%-6800.0pp | 4394.89%-4412.4pp | 417.96%-435.4pp |
| Employer contribution / active EE | $809 | $4,400-81.6% | $3,769-78.5% | $4,740-82.9% |
| Participant deferral / active EE | $5,287 | $7,246-27.0% | $6,952-23.9% | $6,400-17.4% |
| Admin fee / account holder | $2,192 | $8,371-73.8% | $6,731-67.4% | $11,426-80.8% |