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 | $68,516 | $138,065-50.4% | $123,544-44.5% | $135,375-49.4% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -2.63% | 153.68%-156.3pp | 119.20%-121.8pp | 519.73%-522.4pp |
| Employer contribution / active EE | $1,429 | $5,151-72.3% | $4,628-69.1% | $4,779-70.1% |
| Participant deferral / active EE | $8,339 | $6,799+22.6% | $6,426+29.8% | $5,609+48.7% |
| Admin fee / account holder | $3,756 | $10,916-65.6% | $9,284-59.5% | $10,827-65.3% |