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 | $104,454 | $138,065-24.3% | $123,544-15.5% | $135,375-22.8% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -6.00% | 153.68%-159.7pp | 119.20%-125.2pp | 519.73%-525.7pp |
| Employer contribution / active EE | $5,344 | $5,151+3.7% | $4,628+15.5% | $4,779+11.8% |
| Participant deferral / active EE | $10,777 | $6,799+58.5% | $6,426+67.7% | $5,609+92.2% |
| Admin fee / account holder | $8,875 | $10,916-18.7% | $9,284-4.4% | $10,827-18.0% |