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 | $82,266 | $82,2860% | $68,791+19.6% | $134,475-38.8% |
| Participation rate | 71.4% | 75.1%-3.6pp | 69.0%+2.4pp | 81.2%-9.8pp |
| Annual return | -20.50% | -2.19%-18.3pp | -6.38%-14.1pp | 417.96%-438.5pp |
| Employer contribution / active EE | $1,207 | $3,301-63.4% | $2,655-54.6% | $4,740-74.5% |
| Participant deferral / active EE | $1,480 | $4,739-68.8% | $3,941-62.5% | $6,400-76.9% |
| Admin fee / account holder | $1,061 | $6,481-83.6% | $4,932-78.5% | $11,426-90.7% |