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 | $74,422 | $97,757-23.9% | $83,848-11.2% | $135,375-45.0% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -3.74% | 1287.37%-1291.1pp | 850.88%-854.6pp | 519.73%-523.5pp |
| Employer contribution / active EE | $6,539 | $4,222+54.9% | $3,631+80.1% | $4,779+36.8% |
| Participant deferral / active EE | $7,145 | $4,682+52.6% | $4,082+75.0% | $5,609+27.4% |
| Admin fee / account holder | $2,823 | $6,674-57.7% | $5,478-48.5% | $10,827-73.9% |