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 | $75,992 | $138,065-45.0% | $123,544-38.5% | $135,375-43.9% |
| Participation rate | 91.7% | 84.7%+6.9pp | 82.3%+9.4pp | 82.6%+9.0pp |
| Annual return | -3.97% | 153.68%-157.7pp | 119.20%-123.2pp | 519.73%-523.7pp |
| Employer contribution / active EE | $1,918 | $5,151-62.8% | $4,628-58.6% | $4,779-59.9% |
| Participant deferral / active EE | $8,357 | $6,799+22.9% | $6,426+30.1% | $5,609+49.0% |
| Admin fee / account holder | $7,026 | $10,916-35.6% | $9,284-24.3% | $10,827-35.1% |