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 | $87,647 | $190,805-54.1% | $159,960-45.2% | $134,475-34.8% |
| Participation rate | 84.6% | 81.9%+2.7pp | 78.0%+6.7pp | 81.2%+3.4pp |
| Annual return | -14.61% | 552.23%-566.8pp | 408.60%-423.2pp | 417.96%-432.6pp |
| Employer contribution / active EE | $1,961 | $4,995-60.7% | $4,226-53.6% | $4,740-58.6% |
| Participant deferral / active EE | $3,460 | $6,923-50.0% | $6,182-44.0% | $6,400-45.9% |
| Admin fee / account holder | $8,381 | $10,471-20.0% | $8,698-3.6% | $11,426-26.7% |