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 | $91,757 | $135,635-32.4% | $110,238-16.8% | $135,375-32.2% |
| Participation rate | 95.8% | 83.5%+12.4pp | 79.8%+16.0pp | 82.6%+13.2pp |
| Annual return | -8.10% | 513.19%-521.3pp | 314.74%-322.8pp | 519.73%-527.8pp |
| Employer contribution / active EE | $2,894 | $4,906-41.0% | $3,826-24.4% | $4,779-39.4% |
| Participant deferral / active EE | $4,481 | $5,506-18.6% | $4,672-4.1% | $5,609-20.1% |
| Admin fee / account holder | $930 | $11,457-91.9% | $8,547-89.1% | $10,827-91.4% |