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 | $96,077 | $135,635-29.2% | $110,238-12.8% | $135,375-29.0% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.8%+3.5pp | 82.6%+0.7pp |
| Annual return | -7.19% | 513.19%-520.4pp | 314.74%-321.9pp | 519.73%-526.9pp |
| Employer contribution / active EE | $4,491 | $4,906-8.5% | $3,826+17.4% | $4,779-6.0% |
| Participant deferral / active EE | $8,706 | $5,506+58.1% | $4,672+86.3% | $5,609+55.2% |
| Admin fee / account holder | $30,450 | $11,457+165.8% | $8,547+256.3% | $10,827+181.2% |