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 | $79,521 | $133,958-40.6% | $112,228-29.1% | $134,475-40.9% |
| Participation rate | 94.1% | 78.6%+15.6pp | 75.1%+19.1pp | 81.2%+12.9pp |
| Annual return | -20.34% | 47.11%-67.5pp | 27.45%-47.8pp | 417.96%-438.3pp |
| Employer contribution / active EE | $2,781 | $4,038-31.1% | $3,635-23.5% | $4,740-41.3% |
| Participant deferral / active EE | $6,590 | $5,291+24.6% | $4,728+39.4% | $6,400+3.0% |
| Admin fee / account holder | $13,227 | $7,489+76.6% | $6,410+106.3% | $11,426+15.8% |