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 | $88,718 | $138,044-35.7% | $125,339-29.2% | $134,475-34.0% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -15.19% | 750.33%-765.5pp | 572.05%-587.2pp | 417.96%-433.2pp |
| Employer contribution / active EE | $1,250 | $5,243-76.2% | $4,814-74.0% | $4,740-73.6% |
| Participant deferral / active EE | $4,726 | $7,799-39.4% | $7,446-36.5% | $6,400-26.2% |
| Admin fee / account holder | $4,146 | $11,571-64.2% | $10,010-58.6% | $11,426-63.7% |