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 | $81,043 | $138,065-41.3% | $123,544-34.4% | $135,375-40.1% |
| Participation rate | 91.7% | 84.7%+6.9pp | 82.3%+9.4pp | 82.6%+9.0pp |
| Annual return | -4.18% | 153.68%-157.9pp | 119.20%-123.4pp | 519.73%-523.9pp |
| Employer contribution / active EE | $2,424 | $5,151-52.9% | $4,628-47.6% | $4,779-49.3% |
| Participant deferral / active EE | $4,227 | $6,799-37.8% | $6,426-34.2% | $5,609-24.6% |
| Admin fee / account holder | $19,184 | $10,916+75.7% | $9,284+106.6% | $10,827+77.2% |