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 | $75,148 | $138,065-45.6% | $123,544-39.2% | $135,375-44.5% |
| Participation rate | 93.3% | 84.7%+8.6pp | 82.3%+11.0pp | 82.6%+10.7pp |
| Annual return | -2.25% | 153.68%-155.9pp | 119.20%-121.4pp | 519.73%-522.0pp |
| Employer contribution / active EE | $2,072 | $5,151-59.8% | $4,628-55.2% | $4,779-56.6% |
| Participant deferral / active EE | $7,116 | $6,799+4.7% | $6,426+10.8% | $5,609+26.9% |
| Admin fee / account holder | $15,919 | $10,916+45.8% | $9,284+71.5% | $10,827+47.0% |