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 | $100,869 | $138,065-26.9% | $123,544-18.4% | $135,375-25.5% |
| Participation rate | 94.7% | 84.7%+10.0pp | 82.3%+12.4pp | 82.6%+12.1pp |
| Annual return | -5.10% | 153.68%-158.8pp | 119.20%-124.3pp | 519.73%-524.8pp |
| Employer contribution / active EE | $1,153 | $5,151-77.6% | $4,628-75.1% | $4,779-75.9% |
| Participant deferral / active EE | $6,977 | $6,799+2.6% | $6,426+8.6% | $5,609+24.4% |
| Admin fee / account holder | $5,237 | $10,916-52.0% | $9,284-43.6% | $10,827-51.6% |