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 | $69,616 | $138,065-49.6% | $123,544-43.7% | $135,375-48.6% |
| Participation rate | 93.3% | 84.7%+8.6pp | 82.3%+11.0pp | 82.6%+10.7pp |
| Annual return | -6.48% | 153.68%-160.2pp | 119.20%-125.7pp | 519.73%-526.2pp |
| Employer contribution / active EE | $3,328 | $5,151-35.4% | $4,628-28.1% | $4,779-30.4% |
| Participant deferral / active EE | $8,769 | $6,799+29.0% | $6,426+36.5% | $5,609+56.3% |
| Admin fee / account holder | $20,550 | $10,916+88.3% | $9,284+121.4% | $10,827+89.8% |