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 | $83,030 | $106,543-22.1% | $91,220-9.0% | $134,475-38.3% |
| Participation rate | 85.7% | 76.8%+8.9pp | 73.2%+12.5pp | 81.2%+4.5pp |
| Annual return | -16.94% | 160.60%-177.5pp | 114.01%-131.0pp | 417.96%-434.9pp |
| Employer contribution / active EE | $2,940 | $3,331-11.7% | $2,850+3.1% | $4,740-38.0% |
| Participant deferral / active EE | $7,902 | $4,719+67.5% | $4,234+86.7% | $6,400+23.5% |
| Admin fee / account holder | $3,339 | $6,231-46.4% | $5,420-38.4% | $11,426-70.8% |