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 | $91,014 | $97,757-6.9% | $83,848+8.5% | $135,375-32.8% |
| Participation rate | 91.7% | 80.0%+11.7pp | 76.1%+15.5pp | 82.6%+9.0pp |
| Annual return | -4.26% | 1287.37%-1291.6pp | 850.88%-855.1pp | 519.73%-524.0pp |
| Employer contribution / active EE | $1,464 | $4,222-65.3% | $3,631-59.7% | $4,779-69.4% |
| Participant deferral / active EE | $3,949 | $4,682-15.7% | $4,082-3.3% | $5,609-29.6% |
| Admin fee / account holder | $6,796 | $6,674+1.8% | $5,478+24.0% | $10,827-37.2% |