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 | $72,034 | $138,065-47.8% | $123,544-41.7% | $135,375-46.8% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -0.47% | 153.68%-154.2pp | 119.20%-119.7pp | 519.73%-520.2pp |
| Employer contribution / active EE | $990 | $5,151-80.8% | $4,628-78.6% | $4,779-79.3% |
| Participant deferral / active EE | $7,826 | $6,799+15.1% | $6,426+21.8% | $5,609+39.5% |
| Admin fee / account holder | $41,113 | $10,916+276.6% | $9,284+342.8% | $10,827+279.7% |