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 | $118,547 | $138,065-14.1% | $123,544-4.0% | $135,375-12.4% |
| Participation rate | 90.9% | 84.7%+6.2pp | 82.3%+8.6pp | 82.6%+8.3pp |
| Annual return | -8.31% | 153.68%-162.0pp | 119.20%-127.5pp | 519.73%-528.0pp |
| Employer contribution / active EE | $2,494 | $5,151-51.6% | $4,628-46.1% | $4,779-47.8% |
| Participant deferral / active EE | $10,149 | $6,799+49.3% | $6,426+57.9% | $5,609+80.9% |
| Admin fee / account holder | $7,110 | $10,916-34.9% | $9,284-23.4% | $10,827-34.3% |