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 | $91,410 | $138,065-33.8% | $123,544-26.0% | $135,375-32.5% |
| Participation rate | 89.5% | 84.7%+4.7pp | 82.3%+7.2pp | 82.6%+6.8pp |
| Annual return | -4.86% | 153.68%-158.5pp | 119.20%-124.1pp | 519.73%-524.6pp |
| Employer contribution / active EE | $2,098 | $5,151-59.3% | $4,628-54.7% | $4,779-56.1% |
| Participant deferral / active EE | $8,392 | $6,799+23.4% | $6,426+30.6% | $5,609+49.6% |
| Admin fee / account holder | $16,128 | $10,916+47.7% | $9,284+73.7% | $10,827+49.0% |