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 | $89,666 | $138,065-35.1% | $123,544-27.4% | $135,375-33.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.25% | 153.68%-157.9pp | 119.20%-123.4pp | 519.73%-524.0pp |
| Employer contribution / active EE | $916 | $5,151-82.2% | $4,628-80.2% | $4,779-80.8% |
| Participant deferral / active EE | $4,567 | $6,799-32.8% | $6,426-28.9% | $5,609-18.6% |
| Admin fee / account holder | $44,256 | $10,916+305.4% | $9,284+376.7% | $10,827+308.8% |