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 | $77,098 | $180,449-57.3% | $154,107-50.0% | $135,375-43.0% |
| Participation rate | 81.0% | 87.4%-6.5pp | 83.0%-2.1pp | 82.6%-1.7pp |
| Annual return | -6.93% | 888.09%-895.0pp | 735.12%-742.0pp | 519.73%-526.7pp |
| Employer contribution / active EE | $1,429 | $6,035-76.3% | $5,298-73.0% | $4,779-70.1% |
| Participant deferral / active EE | $3,589 | $5,806-38.2% | $5,081-29.4% | $5,609-36.0% |
| Admin fee / account holder | $2,618 | $16,143-83.8% | $13,411-80.5% | $10,827-75.8% |