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 | $88,178 | $138,065-36.1% | $123,544-28.6% | $135,375-34.9% |
| Participation rate | 93.8% | 84.7%+9.0pp | 82.3%+11.5pp | 82.6%+11.1pp |
| Annual return | -5.56% | 153.68%-159.2pp | 119.20%-124.8pp | 519.73%-525.3pp |
| Employer contribution / active EE | $11,437 | $5,151+122.0% | $4,628+147.1% | $4,779+139.3% |
| Participant deferral / active EE | $8,783 | $6,799+29.2% | $6,426+36.7% | $5,609+56.6% |
| Admin fee / account holder | $29,548 | $10,916+170.7% | $9,284+218.3% | $10,827+172.9% |