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 | $91,286 | $97,757-6.6% | $83,848+8.9% | $135,375-32.6% |
| Participation rate | 72.7% | 80.0%-7.2pp | 76.1%-3.4pp | 82.6%-9.9pp |
| Annual return | -7.20% | 1287.37%-1294.6pp | 850.88%-858.1pp | 519.73%-526.9pp |
| Employer contribution / active EE | $1,713 | $4,222-59.4% | $3,631-52.8% | $4,779-64.1% |
| Participant deferral / active EE | $2,629 | $4,682-43.9% | $4,082-35.6% | $5,609-53.1% |
| Admin fee / account holder | $3,498 | $6,674-47.6% | $5,478-36.2% | $10,827-67.7% |