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 | $83,540 | $138,065-39.5% | $123,544-32.4% | $135,375-38.3% |
| Participation rate | 93.3% | 84.7%+8.6pp | 82.3%+11.0pp | 82.6%+10.7pp |
| Annual return | -5.26% | 153.68%-158.9pp | 119.20%-124.5pp | 519.73%-525.0pp |
| Employer contribution / active EE | $1,164 | $5,151-77.4% | $4,628-74.8% | $4,779-75.6% |
| Participant deferral / active EE | $4,829 | $6,799-29.0% | $6,426-24.8% | $5,609-13.9% |
| Admin fee / account holder | $12,880 | $10,916+18.0% | $9,284+38.7% | $10,827+19.0% |