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 | $101,432 | $138,065-26.5% | $123,544-17.9% | $135,375-25.1% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -3.99% | 153.68%-157.7pp | 119.20%-123.2pp | 519.73%-523.7pp |
| Employer contribution / active EE | $3,394 | $5,151-34.1% | $4,628-26.7% | $4,779-29.0% |
| Participant deferral / active EE | $6,911 | $6,799+1.6% | $6,426+7.6% | $5,609+23.2% |
| Admin fee / account holder | $23,706 | $10,916+117.2% | $9,284+155.3% | $10,827+119.0% |