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 | $76,032 | $67,331+12.9% | $60,874+24.9% | $134,475-43.5% |
| Participation rate | 83.3% | 76.2%+7.2pp | 73.1%+10.2pp | 81.2%+2.1pp |
| Annual return | -17.76% | 49.93%-67.7pp | 16.90%-34.7pp | 417.96%-435.7pp |
| Employer contribution / active EE | $3,695 | $3,096+19.3% | $2,701+36.8% | $4,740-22.0% |
| Participant deferral / active EE | $10,343 | $4,538+127.9% | $3,817+171.0% | $6,400+61.6% |
| Admin fee / account holder | $2,268 | $4,582-50.5% | $3,224-29.7% | $11,426-80.2% |