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 | $72,577 | $88,594-18.1% | $70,092+3.5% | $134,475-46.0% |
| Participation rate | 75.0% | 74.9%+0.1pp | 70.5%+4.5pp | 81.2%-6.2pp |
| Annual return | -20.25% | 442.67%-462.9pp | 190.73%-211.0pp | 417.96%-438.2pp |
| Employer contribution / active EE | $5,865 | $3,233+81.4% | $2,559+129.2% | $4,740+23.7% |
| Participant deferral / active EE | $8,192 | $4,772+71.7% | $3,849+112.8% | $6,400+28.0% |
| Admin fee / account holder | $6,261 | $10,441-40.0% | $6,267-0.1% | $11,426-45.2% |