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 | $110,159 | $138,065-20.2% | $123,544-10.8% | $135,375-18.6% |
| Participation rate | 90.9% | 84.7%+6.2pp | 82.3%+8.6pp | 82.6%+8.3pp |
| Annual return | -5.95% | 153.68%-159.6pp | 119.20%-125.1pp | 519.73%-525.7pp |
| Employer contribution / active EE | $4,438 | $5,151-13.9% | $4,628-4.1% | $4,779-7.1% |
| Participant deferral / active EE | $8,778 | $6,799+29.1% | $6,426+36.6% | $5,609+56.5% |
| Admin fee / account holder | $18,479 | $10,916+69.3% | $9,284+99.0% | $10,827+70.7% |