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 | $94,222 | $138,065-31.8% | $123,544-23.7% | $135,375-30.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.96% | 153.68%-156.6pp | 119.20%-122.2pp | 519.73%-522.7pp |
| Employer contribution / active EE | $1,768 | $5,151-65.7% | $4,628-61.8% | $4,779-63.0% |
| Participant deferral / active EE | $3,471 | $6,799-48.9% | $6,426-46.0% | $5,609-38.1% |
| Admin fee / account holder | $1,537 | $10,916-85.9% | $9,284-83.4% | $10,827-85.8% |