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 | $55,922 | $168,632-66.8% | $147,614-62.1% | $125,391-55.4% |
| Participation rate | 93.8% | 88.8%+5.0pp | 84.6%+9.1pp | 83.2%+10.6pp |
| Annual return | -0.63% | 77.65%-78.3pp | 61.98%-62.6pp | 282.22%-282.9pp |
| Employer contribution / active EE | $3,130 | $6,252-49.9% | $5,564-43.8% | $4,866-35.7% |
| Participant deferral / active EE | $7,481 | $5,507+35.8% | $4,895+52.8% | $5,352+39.8% |
| Admin fee / account holder | $11,582 | $13,580-14.7% | $11,611-0.3% | $9,540+21.4% |