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 | $66,170 | $211,958-68.8% | $169,463-61.0% | $135,375-51.1% |
| Participation rate | 81.8% | 82.6%-0.8pp | 77.8%+4.0pp | 82.6%-0.8pp |
| Annual return | -9.14% | 3.26%-12.4pp | 1.83%-11.0pp | 519.73%-528.9pp |
| Employer contribution / active EE | $2,193 | $5,120-57.2% | $4,159-47.3% | $4,779-54.1% |
| Participant deferral / active EE | $11,076 | $6,075+82.3% | $5,277+109.9% | $5,609+97.5% |
| Admin fee / account holder | $408 | $11,471-96.4% | $9,109-95.5% | $10,827-96.2% |