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 | $102,302 | $138,065-25.9% | $123,544-17.2% | $135,375-24.4% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | -1.95% | 153.68%-155.6pp | 119.20%-121.1pp | 519.73%-521.7pp |
| Employer contribution / active EE | $5,055 | $5,151-1.9% | $4,628+9.2% | $4,779+5.8% |
| Participant deferral / active EE | $6,981 | $6,799+2.7% | $6,426+8.6% | $5,609+24.5% |
| Admin fee / account holder | $873 | $10,916-92.0% | $9,284-90.6% | $10,827-91.9% |