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 | $81,520 | $138,065-41.0% | $123,544-34.0% | $135,375-39.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.71% | 153.68%-160.4pp | 119.20%-125.9pp | 519.73%-526.4pp |
| Employer contribution / active EE | $1,835 | $5,151-64.4% | $4,628-60.3% | $4,779-61.6% |
| Participant deferral / active EE | $7,002 | $6,799+3.0% | $6,426+9.0% | $5,609+24.8% |
| Admin fee / account holder | $6,435 | $10,916-41.1% | $9,284-30.7% | $10,827-40.6% |