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 | $82,260 | $138,065-40.4% | $123,544-33.4% | $135,375-39.2% |
| Participation rate | 81.0% | 84.7%-3.8pp | 82.3%-1.3pp | 82.6%-1.7pp |
| Annual return | -6.60% | 153.68%-160.3pp | 119.20%-125.8pp | 519.73%-526.3pp |
| Employer contribution / active EE | $1,093 | $5,151-78.8% | $4,628-76.4% | $4,779-77.1% |
| Participant deferral / active EE | $3,522 | $6,799-48.2% | $6,426-45.2% | $5,609-37.2% |
| Admin fee / account holder | $11,291 | $10,916+3.4% | $9,284+21.6% | $10,827+4.3% |