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 | $78,056 | $91,538-14.7% | $129,995-40.0% | $75,163+3.8% |
| Participation rate | 71.1% | 71.4%-0.4pp | 78.5%-7.4pp | 67.2%+3.9pp |
| Annual return | 14.21% | -631.11%+645.3pp | -137.18%+151.4pp | 160.62%-146.4pp |
| Employer contribution / active EE | $2,205 | $2,845-22.5% | $4,320-48.9% | $2,670-17.4% |
| Participant deferral / active EE | $4,029 | $4,341-7.2% | $5,820-30.8% | $4,125-2.3% |
| Admin fee / account holder | $7,829 | $6,790+15.3% | $10,614-26.2% | $5,651+38.5% |