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 | $66,303 | $135,635-51.1% | $110,238-39.9% | $135,375-51.0% |
| Participation rate | 92.9% | 83.5%+9.4pp | 79.8%+13.0pp | 82.6%+10.2pp |
| Annual return | -8.53% | 513.19%-521.7pp | 314.74%-323.3pp | 519.73%-528.3pp |
| Employer contribution / active EE | $3,917 | $4,906-20.2% | $3,826+2.4% | $4,779-18.0% |
| Participant deferral / active EE | $6,401 | $5,506+16.2% | $4,672+37.0% | $5,609+14.1% |
| Admin fee / account holder | $2,210 | $11,457-80.7% | $8,547-74.1% | $10,827-79.6% |