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 | $76,535 | $95,971-20.3% | $74,550+2.7% | $135,375-43.5% |
| Participation rate | 87.5% | 75.7%+11.8pp | 69.1%+18.4pp | 82.6%+4.9pp |
| Annual return | -6.74% | 56.96%-63.7pp | 32.53%-39.3pp | 519.73%-526.5pp |
| Employer contribution / active EE | $805 | $2,716-70.4% | $1,961-59.0% | $4,779-83.2% |
| Participant deferral / active EE | $3,399 | $3,843-11.6% | $3,108+9.4% | $5,609-39.4% |
| Admin fee / account holder | $5,544 | $6,522-15.0% | $5,060+9.6% | $10,827-48.8% |