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 | $81,212 | $138,065-41.2% | $123,544-34.3% | $135,375-40.0% |
| Participation rate | 78.9% | 84.7%-5.8pp | 82.3%-3.3pp | 82.6%-3.7pp |
| Annual return | -8.67% | 153.68%-162.4pp | 119.20%-127.9pp | 519.73%-528.4pp |
| Employer contribution / active EE | $2,700 | $5,151-47.6% | $4,628-41.7% | $4,779-43.5% |
| Participant deferral / active EE | $5,875 | $6,799-13.6% | $6,426-8.6% | $5,609+4.7% |
| Admin fee / account holder | $2,465 | $10,916-77.4% | $9,284-73.4% | $10,827-77.2% |