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 | $105,932 | $190,805-44.5% | $159,960-33.8% | $134,475-21.2% |
| Participation rate | 92.3% | 81.9%+10.4pp | 78.0%+14.4pp | 81.2%+11.1pp |
| Annual return | -18.53% | 552.23%-570.8pp | 408.60%-427.1pp | 417.96%-436.5pp |
| Employer contribution / active EE | $2,096 | $4,995-58.0% | $4,226-50.4% | $4,740-55.8% |
| Participant deferral / active EE | $6,675 | $6,923-3.6% | $6,182+8.0% | $6,400+4.3% |
| Admin fee / account holder | $667 | $10,471-93.6% | $8,698-92.3% | $11,426-94.2% |