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 | $74,410 | $133,958-44.5% | $112,228-33.7% | $134,475-44.7% |
| Participation rate | 95.0% | 78.6%+16.4pp | 75.1%+19.9pp | 81.2%+13.8pp |
| Annual return | -13.59% | 47.11%-60.7pp | 27.45%-41.0pp | 417.96%-431.6pp |
| Employer contribution / active EE | $3,422 | $4,038-15.3% | $3,635-5.9% | $4,740-27.8% |
| Participant deferral / active EE | $8,471 | $5,291+60.1% | $4,728+79.2% | $6,400+32.4% |
| Admin fee / account holder | $611 | $7,489-91.8% | $6,410-90.5% | $11,426-94.7% |