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 | $76,970 | $92,703-17.0% | $82,719-6.9% | $134,475-42.8% |
| Participation rate | 70.0% | 75.2%-5.2pp | 72.6%-2.6pp | 81.2%-11.2pp |
| Annual return | -6.88% | 944.92%-951.8pp | 701.18%-708.1pp | 417.96%-424.8pp |
| Employer contribution / active EE | $2,061 | $3,274-37.0% | $3,009-31.5% | $4,740-56.5% |
| Participant deferral / active EE | $2,866 | $4,802-40.3% | $4,395-34.8% | $6,400-55.2% |
| Admin fee / account holder | $5,286 | $5,983-11.6% | $5,329-0.8% | $11,426-53.7% |