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 | $71,131 | $138,065-48.5% | $123,544-42.4% | $135,375-47.5% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | -8.05% | 153.68%-161.7pp | 119.20%-127.2pp | 519.73%-527.8pp |
| Employer contribution / active EE | $2,082 | $5,151-59.6% | $4,628-55.0% | $4,779-56.4% |
| Participant deferral / active EE | $3,228 | $6,799-52.5% | $6,426-49.8% | $5,609-42.4% |
| Admin fee / account holder | $4,134 | $10,916-62.1% | $9,284-55.5% | $10,827-61.8% |