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 | $80,194 | $95,971-16.4% | $74,550+7.6% | $135,375-40.8% |
| Participation rate | 95.0% | 75.7%+19.3pp | 69.1%+25.9pp | 82.6%+12.4pp |
| Annual return | -2.70% | 56.96%-59.7pp | 32.53%-35.2pp | 519.73%-522.4pp |
| Employer contribution / active EE | $1,957 | $2,716-27.9% | $1,961-0.2% | $4,779-59.0% |
| Participant deferral / active EE | $1,578 | $3,843-58.9% | $3,108-49.2% | $5,609-71.9% |
| Admin fee / account holder | $16,224 | $6,522+148.8% | $5,060+220.7% | $10,827+49.8% |