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 | $78,997 | $138,065-42.8% | $123,544-36.1% | $135,375-41.6% |
| Participation rate | 92.9% | 84.7%+8.1pp | 82.3%+10.6pp | 82.6%+10.2pp |
| Annual return | -6.63% | 153.68%-160.3pp | 119.20%-125.8pp | 519.73%-526.4pp |
| Employer contribution / active EE | $1,521 | $5,151-70.5% | $4,628-67.1% | $4,779-68.2% |
| Participant deferral / active EE | $5,920 | $6,799-12.9% | $6,426-7.9% | $5,609+5.6% |
| Admin fee / account holder | $448 | $10,916-95.9% | $9,284-95.2% | $10,827-95.9% |