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 | $83,756 | $180,449-53.6% | $154,107-45.7% | $135,375-38.1% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -1.10% | 888.09%-889.2pp | 735.12%-736.2pp | 519.73%-520.8pp |
| Employer contribution / active EE | $2,466 | $6,035-59.1% | $5,298-53.4% | $4,779-48.4% |
| Participant deferral / active EE | $6,321 | $5,806+8.9% | $5,081+24.4% | $5,609+12.7% |
| Admin fee / account holder | $25,191 | $16,143+56.0% | $13,411+87.8% | $10,827+132.7% |