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 | $82,133 | $167,307-50.9% | $143,757-42.9% | $134,475-38.9% |
| Participation rate | 95.0% | 84.8%+10.2pp | 80.3%+14.7pp | 81.2%+13.8pp |
| Annual return | -18.41% | 0.46%-18.9pp | -0.04%-18.4pp | 417.96%-436.4pp |
| Employer contribution / active EE | $10,778 | $5,619+91.8% | $4,951+117.7% | $4,740+127.4% |
| Participant deferral / active EE | $7,102 | $6,446+10.2% | $5,637+26.0% | $6,400+11.0% |
| Admin fee / account holder | $2,948 | $18,088-83.7% | $14,673-79.9% | $11,426-74.2% |