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 | $92,666 | $138,065-32.9% | $123,544-25.0% | $135,375-31.5% |
| Participation rate | 93.8% | 84.7%+9.0pp | 82.3%+11.5pp | 82.6%+11.1pp |
| Annual return | -6.43% | 153.68%-160.1pp | 119.20%-125.6pp | 519.73%-526.2pp |
| Employer contribution / active EE | $2,275 | $5,151-55.8% | $4,628-50.8% | $4,779-52.4% |
| Participant deferral / active EE | $6,810 | $6,799+0.2% | $6,426+6.0% | $5,609+21.4% |
| Admin fee / account holder | $4,296 | $10,916-60.6% | $9,284-53.7% | $10,827-60.3% |