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 | $115,239 | $138,065-16.5% | $123,544-6.7% | $135,375-14.9% |
| Participation rate | 93.3% | 84.7%+8.6pp | 82.3%+11.0pp | 82.6%+10.7pp |
| Annual return | -4.73% | 153.68%-158.4pp | 119.20%-123.9pp | 519.73%-524.5pp |
| Employer contribution / active EE | $3,655 | $5,151-29.0% | $4,628-21.0% | $4,779-23.5% |
| Participant deferral / active EE | $8,827 | $6,799+29.8% | $6,426+37.4% | $5,609+57.4% |
| Admin fee / account holder | $20,397 | $10,916+86.9% | $9,284+119.7% | $10,827+88.4% |