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 | $86,757 | $168,632-48.6% | $147,614-41.2% | $125,391-30.8% |
| Participation rate | 91.3% | 88.8%+2.5pp | 84.6%+6.7pp | 83.2%+8.1pp |
| Annual return | -0.30% | 77.65%-77.9pp | 61.98%-62.3pp | 282.22%-282.5pp |
| Employer contribution / active EE | $5,795 | $6,252-7.3% | $5,564+4.1% | $4,866+19.1% |
| Participant deferral / active EE | $5,430 | $5,507-1.4% | $4,895+10.9% | $5,352+1.5% |
| Admin fee / account holder | $1,476 | $13,580-89.1% | $11,611-87.3% | $9,540-84.5% |