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 | $109,584 | $138,065-20.6% | $123,544-11.3% | $135,375-19.1% |
| Participation rate | 93.3% | 84.7%+8.6pp | 82.3%+11.0pp | 82.6%+10.7pp |
| Annual return | -8.71% | 153.68%-162.4pp | 119.20%-127.9pp | 519.73%-528.4pp |
| Employer contribution / active EE | $1,123 | $5,151-78.2% | $4,628-75.7% | $4,779-76.5% |
| Participant deferral / active EE | $7,055 | $6,799+3.8% | $6,426+9.8% | $5,609+25.8% |
| Admin fee / account holder | $3,573 | $10,916-67.3% | $9,284-61.5% | $10,827-67.0% |