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 | $76,741 | $138,065-44.4% | $123,544-37.9% | $135,375-43.3% |
| Participation rate | 92.9% | 84.7%+8.1pp | 82.3%+10.6pp | 82.6%+10.2pp |
| Annual return | -8.73% | 153.68%-162.4pp | 119.20%-127.9pp | 519.73%-528.5pp |
| Employer contribution / active EE | $5,282 | $5,151+2.5% | $4,628+14.1% | $4,779+10.5% |
| Participant deferral / active EE | $6,796 | $6,7990% | $6,426+5.8% | $5,609+21.2% |
| Admin fee / account holder | $1,789 | $10,916-83.6% | $9,284-80.7% | $10,827-83.5% |