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 | $86,379 | $44,850+92.6% | $60,547+42.7% | $59,632+44.9% |
| Participation rate | 93.1% | 59.5%+33.6pp | 68.0%+25.1pp | 68.7%+24.4pp |
| Annual return | -0.91% | 1074.14%-1075.0pp | 335.64%-336.6pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $975 | $1,462-33.3% | $2,419-59.7% | $2,203-55.7% |
| Participant deferral / active EE | $3,132 | $2,230+40.5% | $3,328-5.9% | $3,192-1.9% |
| Admin fee / account holder | $2,890 | $3,635-20.5% | $4,536-36.3% | $4,297-32.7% |