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 | $57,610 | $138,065-58.3% | $123,544-53.4% | $135,375-57.4% |
| Participation rate | 90.5% | 84.7%+5.7pp | 82.3%+8.2pp | 82.6%+7.8pp |
| Annual return | -6.78% | 153.68%-160.5pp | 119.20%-126.0pp | 519.73%-526.5pp |
| Employer contribution / active EE | $3,606 | $5,151-30.0% | $4,628-22.1% | $4,779-24.6% |
| Participant deferral / active EE | $9,119 | $6,799+34.1% | $6,426+41.9% | $5,609+62.6% |
| Admin fee / account holder | $7,528 | $10,916-31.0% | $9,284-18.9% | $10,827-30.5% |