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 | $95,620 | $138,065-30.7% | $123,544-22.6% | $135,375-29.4% |
| Participation rate | 93.8% | 84.7%+9.0pp | 82.3%+11.5pp | 82.6%+11.1pp |
| Annual return | -4.67% | 153.68%-158.4pp | 119.20%-123.9pp | 519.73%-524.4pp |
| Employer contribution / active EE | $3,427 | $5,151-33.5% | $4,628-25.9% | $4,779-28.3% |
| Participant deferral / active EE | $8,580 | $6,799+26.2% | $6,426+33.5% | $5,609+53.0% |
| Admin fee / account holder | $35,364 | $10,916+224.0% | $9,284+280.9% | $10,827+226.6% |