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 | $93,948 | $138,065-32.0% | $123,544-24.0% | $135,375-30.6% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -8.39% | 153.68%-162.1pp | 119.20%-127.6pp | 519.73%-528.1pp |
| Employer contribution / active EE | $3,485 | $5,151-32.4% | $4,628-24.7% | $4,779-27.1% |
| Participant deferral / active EE | $7,213 | $6,799+6.1% | $6,426+12.3% | $5,609+28.6% |
| Admin fee / account holder | $1,077 | $10,916-90.1% | $9,284-88.4% | $10,827-90.1% |