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 | $57,154 | $106,543-46.4% | $91,220-37.3% | $134,475-57.5% |
| Participation rate | 95.8% | 76.8%+19.0pp | 73.2%+22.6pp | 81.2%+14.6pp |
| Annual return | -11.73% | 160.60%-172.3pp | 114.01%-125.7pp | 417.96%-429.7pp |
| Employer contribution / active EE | $1,963 | $3,331-41.1% | $2,850-31.1% | $4,740-58.6% |
| Participant deferral / active EE | $6,483 | $4,719+37.4% | $4,234+53.1% | $6,400+1.3% |
| Admin fee / account holder | $33,016 | $6,231+429.9% | $5,420+509.2% | $11,426+189.0% |