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 | $77,083 | $180,449-57.3% | $154,107-50.0% | $135,375-43.1% |
| Participation rate | 85.0% | 87.4%-2.4pp | 83.0%+2.0pp | 82.6%+2.4pp |
| Annual return | -6.53% | 888.09%-894.6pp | 735.12%-741.6pp | 519.73%-526.3pp |
| Employer contribution / active EE | $2,507 | $6,035-58.5% | $5,298-52.7% | $4,779-47.5% |
| Participant deferral / active EE | $4,691 | $5,806-19.2% | $5,081-7.7% | $5,609-16.4% |
| Admin fee / account holder | $10,860 | $16,143-32.7% | $13,411-19.0% | $10,827+0.3% |