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 | $76,468 | $138,044-44.6% | $125,339-39.0% | $134,475-43.1% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -11.76% | 750.33%-762.1pp | 572.05%-583.8pp | 417.96%-429.7pp |
| Employer contribution / active EE | $1,072 | $5,243-79.6% | $4,814-77.7% | $4,740-77.4% |
| Participant deferral / active EE | $7,081 | $7,799-9.2% | $7,446-4.9% | $6,400+10.7% |
| Admin fee / account holder | $36,274 | $11,571+213.5% | $10,010+262.4% | $11,426+217.5% |