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 | $74,857 | $67,331+11.2% | $60,874+23.0% | $134,475-44.3% |
| Participation rate | 85.0% | 76.2%+8.8pp | 73.1%+11.9pp | 81.2%+3.8pp |
| Annual return | -16.66% | 49.93%-66.6pp | 16.90%-33.6pp | 417.96%-434.6pp |
| Employer contribution / active EE | $3,970 | $3,096+28.2% | $2,701+46.9% | $4,740-16.2% |
| Participant deferral / active EE | $6,801 | $4,538+49.8% | $3,817+78.2% | $6,400+6.3% |
| Admin fee / account holder | $26,657 | $4,582+481.8% | $3,224+726.8% | $11,426+133.3% |