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 | $64,631 | $95,971-32.7% | $74,550-13.3% | $135,375-52.3% |
| Participation rate | 84.6% | 75.7%+9.0pp | 69.1%+15.5pp | 82.6%+2.0pp |
| Annual return | -4.67% | 56.96%-61.6pp | 32.53%-37.2pp | 519.73%-524.4pp |
| Employer contribution / active EE | $1,826 | $2,716-32.8% | $1,961-6.9% | $4,779-61.8% |
| Participant deferral / active EE | $2,408 | $3,843-37.3% | $3,108-22.5% | $5,609-57.1% |
| Admin fee / account holder | $981 | $6,522-85.0% | $5,060-80.6% | $10,827-90.9% |