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 | $61,413 | $138,065-55.5% | $123,544-50.3% | $135,375-54.6% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -9.05% | 153.68%-162.7pp | 119.20%-128.2pp | 519.73%-528.8pp |
| Employer contribution / active EE | $4,634 | $5,151-10.0% | $4,628+0.1% | $4,779-3.0% |
| Participant deferral / active EE | $9,308 | $6,799+36.9% | $6,426+44.9% | $5,609+66.0% |
| Admin fee / account holder | $11,489 | $10,916+5.3% | $9,284+23.8% | $10,827+6.1% |