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 | $98,214 | $138,065-28.9% | $123,544-20.5% | $135,375-27.5% |
| Participation rate | 88.2% | 84.7%+3.5pp | 82.3%+5.9pp | 82.6%+5.6pp |
| Annual return | -6.98% | 153.68%-160.7pp | 119.20%-126.2pp | 519.73%-526.7pp |
| Employer contribution / active EE | $2,232 | $5,151-56.7% | $4,628-51.8% | $4,779-53.3% |
| Participant deferral / active EE | $5,324 | $6,799-21.7% | $6,426-17.1% | $5,609-5.1% |
| Admin fee / account holder | $19,161 | $10,916+75.5% | $9,284+106.4% | $10,827+77.0% |