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 | $83,238 | $180,449-53.9% | $154,107-46.0% | $135,375-38.5% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -8.69% | 888.09%-896.8pp | 735.12%-743.8pp | 519.73%-528.4pp |
| Employer contribution / active EE | $2,600 | $6,035-56.9% | $5,298-50.9% | $4,779-45.6% |
| Participant deferral / active EE | $5,410 | $5,806-6.8% | $5,081+6.5% | $5,609-3.5% |
| Admin fee / account holder | $4,330 | $16,143-73.2% | $13,411-67.7% | $10,827-60.0% |