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 | $83,038 | $180,449-54.0% | $154,107-46.1% | $135,375-38.7% |
| Participation rate | 81.8% | 87.4%-5.6pp | 83.0%-1.2pp | 82.6%-0.8pp |
| Annual return | -7.63% | 888.09%-895.7pp | 735.12%-742.8pp | 519.73%-527.4pp |
| Employer contribution / active EE | $2,479 | $6,035-58.9% | $5,298-53.2% | $4,779-48.1% |
| Participant deferral / active EE | $4,224 | $5,806-27.2% | $5,081-16.9% | $5,609-24.7% |
| Admin fee / account holder | $546 | $16,143-96.6% | $13,411-95.9% | $10,827-95.0% |