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 | $107,801 | $138,065-21.9% | $123,544-12.7% | $135,375-20.4% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | -6.03% | 153.68%-159.7pp | 119.20%-125.2pp | 519.73%-525.8pp |
| Employer contribution / active EE | $1,825 | $5,151-64.6% | $4,628-60.6% | $4,779-61.8% |
| Participant deferral / active EE | $5,092 | $6,799-25.1% | $6,426-20.8% | $5,609-9.2% |
| Admin fee / account holder | $6,705 | $10,916-38.6% | $9,284-27.8% | $10,827-38.1% |