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 | $92,011 | $180,449-49.0% | $154,107-40.3% | $135,375-32.0% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -7.87% | 888.09%-896.0pp | 735.12%-743.0pp | 519.73%-527.6pp |
| Employer contribution / active EE | $8,690 | $6,035+44.0% | $5,298+64.0% | $4,779+81.8% |
| Participant deferral / active EE | $9,382 | $5,806+61.6% | $5,081+84.7% | $5,609+67.3% |
| Admin fee / account holder | $1,380 | $16,143-91.5% | $13,411-89.7% | $10,827-87.3% |