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 | $70,395 | $106,543-33.9% | $91,220-22.8% | $134,475-47.7% |
| Participation rate | 84.6% | 76.8%+7.8pp | 73.2%+11.4pp | 81.2%+3.4pp |
| Annual return | -9.12% | 160.60%-169.7pp | 114.01%-123.1pp | 417.96%-427.1pp |
| Employer contribution / active EE | $1,772 | $3,331-46.8% | $2,850-37.8% | $4,740-62.6% |
| Participant deferral / active EE | $5,599 | $4,719+18.6% | $4,234+32.2% | $6,400-12.5% |
| Admin fee / account holder | $1,369 | $6,231-78.0% | $5,420-74.7% | $11,426-88.0% |