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 9-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 | $62,884 | $180,449-65.2% | $154,107-59.2% | $135,375-53.5% |
| Participation rate | 90.0% | 87.4%+2.6pp | 83.0%+7.0pp | 82.6%+7.4pp |
| Annual return | -5.07% | 888.09%-893.2pp | 735.12%-740.2pp | 519.73%-524.8pp |
| Employer contribution / active EE | $5,213 | $6,035-13.6% | $5,298-1.6% | $4,779+9.1% |
| Participant deferral / active EE | $10,213 | $5,806+75.9% | $5,081+101.0% | $5,609+82.1% |
| Admin fee / account holder | $7,759 | $16,143-51.9% | $13,411-42.1% | $10,827-28.3% |