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 | $59,966 | $106,543-43.7% | $91,220-34.3% | $134,475-55.4% |
| Participation rate | 95.8% | 76.8%+19.0pp | 73.2%+22.6pp | 81.2%+14.6pp |
| Annual return | -17.51% | 160.60%-178.1pp | 114.01%-131.5pp | 417.96%-435.5pp |
| Employer contribution / active EE | $1,459 | $3,331-56.2% | $2,850-48.8% | $4,740-69.2% |
| Participant deferral / active EE | $6,029 | $4,719+27.8% | $4,234+42.4% | $6,400-5.8% |
| Admin fee / account holder | $2,460 | $6,231-60.5% | $5,420-54.6% | $11,426-78.5% |