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 | $71,246 | $88,594-19.6% | $70,092+1.6% | $134,475-47.0% |
| Participation rate | 75.0% | 74.9%+0.1pp | 70.5%+4.5pp | 81.2%-6.2pp |
| Annual return | -16.95% | 442.67%-459.6pp | 190.73%-207.7pp | 417.96%-434.9pp |
| Employer contribution / active EE | $1,140 | $3,233-64.8% | $2,559-55.5% | $4,740-76.0% |
| Participant deferral / active EE | $2,123 | $4,772-55.5% | $3,849-44.8% | $6,400-66.8% |
| Admin fee / account holder | $3,106 | $10,441-70.3% | $6,267-50.4% | $11,426-72.8% |