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 | $68,524 | $106,543-35.7% | $91,220-24.9% | $134,475-49.0% |
| Participation rate | 88.9% | 76.8%+12.1pp | 73.2%+15.7pp | 81.2%+7.7pp |
| Annual return | -13.77% | 160.60%-174.4pp | 114.01%-127.8pp | 417.96%-431.7pp |
| Employer contribution / active EE | $1,148 | $3,331-65.5% | $2,850-59.7% | $4,740-75.8% |
| Participant deferral / active EE | $3,607 | $4,719-23.6% | $4,234-14.8% | $6,400-43.6% |
| Admin fee / account holder | $37,050 | $6,231+494.6% | $5,420+583.6% | $11,426+224.3% |