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 | $97,401 | $190,805-49.0% | $159,960-39.1% | $134,475-27.6% |
| Participation rate | 88.2% | 81.9%+6.3pp | 78.0%+10.3pp | 81.2%+7.0pp |
| Annual return | -14.88% | 552.23%-567.1pp | 408.60%-423.5pp | 417.96%-432.8pp |
| Employer contribution / active EE | $4,084 | $4,995-18.2% | $4,226-3.4% | $4,740-13.8% |
| Participant deferral / active EE | $8,825 | $6,923+27.5% | $6,182+42.7% | $6,400+37.9% |
| Admin fee / account holder | $8,499 | $10,471-18.8% | $8,698-2.3% | $11,426-25.6% |