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 | $82,968 | $138,065-39.9% | $123,544-32.8% | $135,375-38.7% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | -2.73% | 153.68%-156.4pp | 119.20%-121.9pp | 519.73%-522.5pp |
| Employer contribution / active EE | $3,679 | $5,151-28.6% | $4,628-20.5% | $4,779-23.0% |
| Participant deferral / active EE | $6,969 | $6,799+2.5% | $6,426+8.5% | $5,609+24.3% |
| Admin fee / account holder | $43,891 | $10,916+302.1% | $9,284+372.8% | $10,827+305.4% |