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 | $84,578 | $168,632-49.8% | $147,614-42.7% | $125,391-32.5% |
| Participation rate | 95.7% | 88.8%+6.9pp | 84.6%+11.0pp | 83.2%+12.5pp |
| Annual return | -0.84% | 77.65%-78.5pp | 61.98%-62.8pp | 282.22%-283.1pp |
| Employer contribution / active EE | $6,094 | $6,252-2.5% | $5,564+9.5% | $4,866+25.2% |
| Participant deferral / active EE | $4,186 | $5,507-24.0% | $4,895-14.5% | $5,352-21.8% |
| Admin fee / account holder | $8,822 | $13,580-35.0% | $11,611-24.0% | $9,540-7.5% |