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 | $83,830 | $138,065-39.3% | $123,544-32.1% | $135,375-38.1% |
| Participation rate | 91.7% | 84.7%+6.9pp | 82.3%+9.4pp | 82.6%+9.0pp |
| Annual return | -6.95% | 153.68%-160.6pp | 119.20%-126.1pp | 519.73%-526.7pp |
| Employer contribution / active EE | $1,046 | $5,151-79.7% | $4,628-77.4% | $4,779-78.1% |
| Participant deferral / active EE | $7,280 | $6,799+7.1% | $6,426+13.3% | $5,609+29.8% |
| Admin fee / account holder | $2,201 | $10,916-79.8% | $9,284-76.3% | $10,827-79.7% |