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 | $58,668 | $138,065-57.5% | $123,544-52.5% | $135,375-56.7% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -4.19% | 153.68%-157.9pp | 119.20%-123.4pp | 519.73%-523.9pp |
| Employer contribution / active EE | $2,415 | $5,151-53.1% | $4,628-47.8% | $4,779-49.5% |
| Participant deferral / active EE | $8,141 | $6,799+19.7% | $6,426+26.7% | $5,609+45.1% |
| Admin fee / account holder | $8,438 | $10,916-22.7% | $9,284-9.1% | $10,827-22.1% |