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 | $96,979 | $138,065-29.8% | $123,544-21.5% | $135,375-28.4% |
| Participation rate | 93.8% | 84.7%+9.0pp | 82.3%+11.5pp | 82.6%+11.1pp |
| Annual return | -8.71% | 153.68%-162.4pp | 119.20%-127.9pp | 519.73%-528.4pp |
| Employer contribution / active EE | $2,276 | $5,151-55.8% | $4,628-50.8% | $4,779-52.4% |
| Participant deferral / active EE | $7,545 | $6,799+11.0% | $6,426+17.4% | $5,609+34.5% |
| Admin fee / account holder | $1,922 | $10,916-82.4% | $9,284-79.3% | $10,827-82.2% |