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 | $108,339 | $180,449-40.0% | $154,107-29.7% | $135,375-20.0% |
| Participation rate | 92.9% | 87.4%+5.4pp | 83.0%+9.8pp | 82.6%+10.2pp |
| Annual return | -6.32% | 888.09%-894.4pp | 735.12%-741.4pp | 519.73%-526.1pp |
| Employer contribution / active EE | $2,236 | $6,035-62.9% | $5,298-57.8% | $4,779-53.2% |
| Participant deferral / active EE | $6,181 | $5,806+6.5% | $5,081+21.7% | $5,609+10.2% |
| Admin fee / account holder | $3,066 | $16,143-81.0% | $13,411-77.1% | $10,827-71.7% |