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 | $60,835 | $91,538-33.5% | $129,995-53.2% | $75,163-19.1% |
| Participation rate | 73.7% | 71.4%+2.2pp | 78.5%-4.8pp | 67.2%+6.5pp |
| Annual return | 14.70% | -631.11%+645.8pp | -137.18%+151.9pp | 160.62%-145.9pp |
| Employer contribution / active EE | $2,582 | $2,845-9.3% | $4,320-40.2% | $2,670-3.3% |
| Participant deferral / active EE | $4,539 | $4,341+4.6% | $5,820-22.0% | $4,125+10.0% |
| Admin fee / account holder | $3,267 | $6,790-51.9% | $10,614-69.2% | $5,651-42.2% |