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 | $112,034 | $138,065-18.9% | $123,544-9.3% | $135,375-17.2% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -7.95% | 153.68%-161.6pp | 119.20%-127.1pp | 519.73%-527.7pp |
| Employer contribution / active EE | $3,382 | $5,151-34.4% | $4,628-26.9% | $4,779-29.2% |
| Participant deferral / active EE | $7,143 | $6,799+5.1% | $6,426+11.2% | $5,609+27.3% |
| Admin fee / account holder | $541 | $10,916-95.0% | $9,284-94.2% | $10,827-95.0% |