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 | $77,147 | $190,805-59.6% | $159,960-51.8% | $134,475-42.6% |
| Participation rate | 85.0% | 81.9%+3.1pp | 78.0%+7.0pp | 81.2%+3.8pp |
| Annual return | -16.18% | 552.23%-568.4pp | 408.60%-424.8pp | 417.96%-434.1pp |
| Employer contribution / active EE | $1,718 | $4,995-65.6% | $4,226-59.3% | $4,740-63.8% |
| Participant deferral / active EE | $3,804 | $6,923-45.1% | $6,182-38.5% | $6,400-40.6% |
| Admin fee / account holder | $862 | $10,471-91.8% | $8,698-90.1% | $11,426-92.5% |