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 | $93,926 | $180,449-47.9% | $154,107-39.1% | $135,375-30.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.77% | 888.09%-895.9pp | 735.12%-742.9pp | 519.73%-527.5pp |
| Employer contribution / active EE | $2,243 | $6,035-62.8% | $5,298-57.7% | $4,779-53.1% |
| Participant deferral / active EE | $2,618 | $5,806-54.9% | $5,081-48.5% | $5,609-53.3% |
| Admin fee / account holder | $9,535 | $16,143-40.9% | $13,411-28.9% | $10,827-11.9% |