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 | $73,356 | $138,044-46.9% | $125,339-41.5% | $134,475-45.5% |
| Participation rate | 93.3% | 84.5%+8.8pp | 82.4%+11.0pp | 81.2%+12.1pp |
| Annual return | -16.53% | 750.33%-766.9pp | 572.05%-588.6pp | 417.96%-434.5pp |
| Employer contribution / active EE | $3,494 | $5,243-33.4% | $4,814-27.4% | $4,740-26.3% |
| Participant deferral / active EE | $6,421 | $7,799-17.7% | $7,446-13.8% | $6,400+0.3% |
| Admin fee / account holder | $1,734 | $11,571-85.0% | $10,010-82.7% | $11,426-84.8% |