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 | $77,221 | $91,538-15.6% | $129,995-40.6% | $75,163+2.7% |
| Participation rate | 91.5% | 71.4%+20.1pp | 78.5%+13.0pp | 67.2%+24.3pp |
| Annual return | 14.68% | -631.11%+645.8pp | -137.18%+151.9pp | 160.62%-145.9pp |
| Employer contribution / active EE | $4,260 | $2,845+49.7% | $4,320-1.4% | $2,670+59.6% |
| Participant deferral / active EE | $7,607 | $4,341+75.2% | $5,820+30.7% | $4,125+84.4% |
| Admin fee / account holder | $2,477 | $6,790-63.5% | $10,614-76.7% | $5,651-56.2% |