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 5-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 | $103,134 | $138,044-25.3% | $125,339-17.7% | $134,475-23.3% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -15.17% | 750.33%-765.5pp | 572.05%-587.2pp | 417.96%-433.1pp |
| Employer contribution / active EE | $3,207 | $5,243-38.8% | $4,814-33.4% | $4,740-32.3% |
| Participant deferral / active EE | $6,744 | $7,799-13.5% | $7,446-9.4% | $6,400+5.4% |
| Admin fee / account holder | $1,206 | $11,571-89.6% | $10,010-88.0% | $11,426-89.4% |