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 | $80,543 | $135,635-40.6% | $110,238-26.9% | $135,375-40.5% |
| Participation rate | 87.5% | 83.5%+4.0pp | 79.8%+7.7pp | 82.6%+4.9pp |
| Annual return | -7.34% | 513.19%-520.5pp | 314.74%-322.1pp | 519.73%-527.1pp |
| Employer contribution / active EE | $6,358 | $4,906+29.6% | $3,826+66.2% | $4,779+33.1% |
| Participant deferral / active EE | $6,935 | $5,506+25.9% | $4,672+48.4% | $5,609+23.6% |
| Admin fee / account holder | $2,343 | $11,457-79.6% | $8,547-72.6% | $10,827-78.4% |