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 | $90,410 | $97,757-7.5% | $83,848+7.8% | $135,375-33.2% |
| Participation rate | 80.0% | 80.0%0pp | 76.1%+3.9pp | 82.6%-2.6pp |
| Annual return | -6.09% | 1287.37%-1293.5pp | 850.88%-857.0pp | 519.73%-525.8pp |
| Employer contribution / active EE | $3,738 | $4,222-11.5% | $3,631+3.0% | $4,779-21.8% |
| Participant deferral / active EE | $2,076 | $4,682-55.7% | $4,082-49.1% | $5,609-63.0% |
| Admin fee / account holder | $2,707 | $6,674-59.4% | $5,478-50.6% | $10,827-75.0% |