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 | $91,955 | $138,065-33.4% | $123,544-25.6% | $135,375-32.1% |
| Participation rate | 78.9% | 84.7%-5.8pp | 82.3%-3.3pp | 82.6%-3.7pp |
| Annual return | -8.57% | 153.68%-162.3pp | 119.20%-127.8pp | 519.73%-528.3pp |
| Employer contribution / active EE | $2,491 | $5,151-51.7% | $4,628-46.2% | $4,779-47.9% |
| Participant deferral / active EE | $6,910 | $6,799+1.6% | $6,426+7.5% | $5,609+23.2% |
| Admin fee / account holder | $809 | $10,916-92.6% | $9,284-91.3% | $10,827-92.5% |