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 | $74,567 | $138,065-46.0% | $123,544-39.6% | $135,375-44.9% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -9.12% | 153.68%-162.8pp | 119.20%-128.3pp | 519.73%-528.9pp |
| Employer contribution / active EE | $2,795 | $5,151-45.8% | $4,628-39.6% | $4,779-41.5% |
| Participant deferral / active EE | $5,103 | $6,799-25.0% | $6,426-20.6% | $5,609-9.0% |
| Admin fee / account holder | $2,982 | $10,916-72.7% | $9,284-67.9% | $10,827-72.5% |