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 | $73,368 | $101,283-27.6% | $75,826-3.2% | $135,375-45.8% |
| Participation rate | 75.0% | 72.7%+2.3pp | 68.2%+6.8pp | 82.6%-7.6pp |
| Annual return | -4.17% | 3384.62%-3388.8pp | 1914.15%-1918.3pp | 519.73%-523.9pp |
| Employer contribution / active EE | $2,083 | $2,382-12.5% | $1,913+8.9% | $4,779-56.4% |
| Participant deferral / active EE | $2,801 | $3,469-19.3% | $2,862-2.1% | $5,609-50.1% |
| Admin fee / account holder | $19,787 | $6,539+202.6% | $4,726+318.7% | $10,827+82.8% |