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 | $92,296 | $160,055-42.3% | $140,016-34.1% | $135,375-31.8% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.5%-7.5pp | 82.6%-2.6pp |
| Annual return | -5.65% | 911.38%-917.0pp | 651.12%-656.8pp | 519.73%-525.4pp |
| Employer contribution / active EE | $2,840 | $6,420-55.8% | $5,606-49.3% | $4,779-40.6% |
| Participant deferral / active EE | $3,782 | $7,642-50.5% | $6,927-45.4% | $5,609-32.6% |
| Admin fee / account holder | $3,025 | $13,328-77.3% | $10,705-71.7% | $10,827-72.1% |