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 | $110,908 | $138,065-19.7% | $123,544-10.2% | $135,375-18.1% |
| Participation rate | 86.7% | 84.7%+1.9pp | 82.3%+4.4pp | 82.6%+4.0pp |
| Annual return | -5.24% | 153.68%-158.9pp | 119.20%-124.4pp | 519.73%-525.0pp |
| Employer contribution / active EE | $3,886 | $5,151-24.6% | $4,628-16.0% | $4,779-18.7% |
| Participant deferral / active EE | $10,840 | $6,799+59.4% | $6,426+68.7% | $5,609+93.3% |
| Admin fee / account holder | $4,095 | $10,916-62.5% | $9,284-55.9% | $10,827-62.2% |