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 | $74,018 | $90,320-18.0% | $59,496+24.4% | $125,391-41.0% |
| Participation rate | 80.0% | 68.3%+11.7pp | 54.6%+25.4pp | 83.2%-3.2pp |
| Annual return | -1.70% | 369.13%-370.8pp | 182.05%-183.8pp | 282.22%-283.9pp |
| Employer contribution / active EE | $2,334 | $1,792+30.3% | $1,153+102.4% | $4,866-52.0% |
| Participant deferral / active EE | $5,448 | $2,716+100.6% | $1,829+197.8% | $5,352+1.8% |
| Admin fee / account holder | $2,405 | $3,063-21.5% | $2,232+7.8% | $9,540-74.8% |