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 | $71,460 | $92,703-22.9% | $82,719-13.6% | $134,475-46.9% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -8.48% | 944.92%-953.4pp | 701.18%-709.7pp | 417.96%-426.4pp |
| Employer contribution / active EE | $1,960 | $3,274-40.1% | $3,009-34.9% | $4,740-58.6% |
| Participant deferral / active EE | $3,708 | $4,802-22.8% | $4,395-15.6% | $6,400-42.1% |
| Admin fee / account holder | $68,101 | $5,983+1038.3% | $5,329+1178.0% | $11,426+496.0% |