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 | $71,367 | $138,065-48.3% | $123,544-42.2% | $135,375-47.3% |
| Participation rate | 81.3% | 84.7%-3.5pp | 82.3%-1.0pp | 82.6%-1.4pp |
| Annual return | -5.73% | 153.68%-159.4pp | 119.20%-124.9pp | 519.73%-525.5pp |
| Employer contribution / active EE | $2,419 | $5,151-53.0% | $4,628-47.7% | $4,779-49.4% |
| Participant deferral / active EE | $8,292 | $6,799+22.0% | $6,426+29.0% | $5,609+47.8% |
| Admin fee / account holder | $17,095 | $10,916+56.6% | $9,284+84.1% | $10,827+57.9% |