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 | $76,779 | $138,065-44.4% | $123,544-37.9% | $135,375-43.3% |
| Participation rate | 78.6% | 84.7%-6.2pp | 82.3%-3.7pp | 82.6%-4.1pp |
| Annual return | -2.16% | 153.68%-155.8pp | 119.20%-121.4pp | 519.73%-521.9pp |
| Employer contribution / active EE | $3,655 | $5,151-29.1% | $4,628-21.0% | $4,779-23.5% |
| Participant deferral / active EE | $8,103 | $6,799+19.2% | $6,426+26.1% | $5,609+44.5% |
| Admin fee / account holder | $657 | $10,916-94.0% | $9,284-92.9% | $10,827-93.9% |