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 | $89,015 | $160,055-44.4% | $140,016-36.4% | $135,375-34.2% |
| Participation rate | 72.7% | 88.5%-15.8pp | 87.5%-14.8pp | 82.6%-9.9pp |
| Annual return | -2.08% | 911.38%-913.5pp | 651.12%-653.2pp | 519.73%-521.8pp |
| Employer contribution / active EE | $1,987 | $6,420-69.1% | $5,606-64.6% | $4,779-58.4% |
| Participant deferral / active EE | $3,286 | $7,642-57.0% | $6,927-52.6% | $5,609-41.4% |
| Admin fee / account holder | $349 | $13,328-97.4% | $10,705-96.7% | $10,827-96.8% |