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 | $72,095 | $95,971-24.9% | $74,550-3.3% | $135,375-46.7% |
| Participation rate | 87.0% | 75.7%+11.3pp | 69.1%+17.8pp | 82.6%+4.3pp |
| Annual return | -5.38% | 56.96%-62.3pp | 32.53%-37.9pp | 519.73%-525.1pp |
| Employer contribution / active EE | $1,167 | $2,716-57.0% | $1,961-40.5% | $4,779-75.6% |
| Participant deferral / active EE | $4,136 | $3,843+7.6% | $3,108+33.1% | $5,609-26.3% |
| Admin fee / account holder | $2,110 | $6,522-67.7% | $5,060-58.3% | $10,827-80.5% |