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 | $109,574 | $180,449-39.3% | $154,107-28.9% | $135,375-19.1% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | -3.31% | 888.09%-891.4pp | 735.12%-738.4pp | 519.73%-523.0pp |
| Employer contribution / active EE | $3,961 | $6,035-34.4% | $5,298-25.2% | $4,779-17.1% |
| Participant deferral / active EE | $6,341 | $5,806+9.2% | $5,081+24.8% | $5,609+13.0% |
| Admin fee / account holder | $1,938 | $16,143-88.0% | $13,411-85.5% | $10,827-82.1% |