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 | $92,351 | $133,958-31.1% | $112,228-17.7% | $134,475-31.3% |
| Participation rate | 86.7% | 78.6%+8.1pp | 75.1%+11.6pp | 81.2%+5.4pp |
| Annual return | -18.73% | 47.11%-65.8pp | 27.45%-46.2pp | 417.96%-436.7pp |
| Employer contribution / active EE | $2,863 | $4,038-29.1% | $3,635-21.2% | $4,740-39.6% |
| Participant deferral / active EE | $6,951 | $5,291+31.4% | $4,728+47.0% | $6,400+8.6% |
| Admin fee / account holder | $14,225 | $7,489+89.9% | $6,410+121.9% | $11,426+24.5% |