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 | $75,559 | $88,594-14.7% | $70,092+7.8% | $134,475-43.8% |
| Participation rate | 91.7% | 74.9%+16.7pp | 70.5%+21.2pp | 81.2%+10.4pp |
| Annual return | -17.54% | 442.67%-460.2pp | 190.73%-208.3pp | 417.96%-435.5pp |
| Employer contribution / active EE | $1,906 | $3,233-41.0% | $2,559-25.5% | $4,740-59.8% |
| Participant deferral / active EE | $3,036 | $4,772-36.4% | $3,849-21.1% | $6,400-52.6% |
| Admin fee / account holder | $1,673 | $10,441-84.0% | $6,267-73.3% | $11,426-85.4% |