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 | $71,551 | $133,958-46.6% | $112,228-36.2% | $134,475-46.8% |
| Participation rate | 78.3% | 78.6%-0.3pp | 75.1%+3.2pp | 81.2%-3.0pp |
| Annual return | -20.04% | 47.11%-67.2pp | 27.45%-47.5pp | 417.96%-438.0pp |
| Employer contribution / active EE | $1,547 | $4,038-61.7% | $3,635-57.4% | $4,740-67.4% |
| Participant deferral / active EE | $3,200 | $5,291-39.5% | $4,728-32.3% | $6,400-50.0% |
| Admin fee / account holder | $18,134 | $7,489+142.2% | $6,410+182.9% | $11,426+58.7% |