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 | $69,328 | $90,600-23.5% | $79,464-12.8% | $135,375-48.8% |
| Participation rate | 78.3% | 76.0%+2.2pp | 73.3%+4.9pp | 82.6%-4.4pp |
| Annual return | -7.06% | 977.43%-984.5pp | 718.14%-725.2pp | 519.73%-526.8pp |
| Employer contribution / active EE | $1,353 | $3,068-55.9% | $2,800-51.7% | $4,779-71.7% |
| Participant deferral / active EE | $4,650 | $4,050+14.8% | $3,704+25.5% | $5,609-17.1% |
| Admin fee / account holder | $6,317 | $5,907+6.9% | $5,113+23.6% | $10,827-41.7% |