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 | $28,609 | $138,065-79.3% | $123,544-76.8% | $135,375-78.9% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -8.42% | 153.68%-162.1pp | 119.20%-127.6pp | 519.73%-528.2pp |
| Employer contribution / active EE | $4,225 | $5,151-18.0% | $4,628-8.7% | $4,779-11.6% |
| Participant deferral / active EE | $11,448 | $6,799+68.4% | $6,426+78.2% | $5,609+104.1% |
| Admin fee / account holder | $12,807 | $10,916+17.3% | $9,284+37.9% | $10,827+18.3% |