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 | $91,586 | $180,449-49.2% | $154,107-40.6% | $135,375-32.3% |
| Participation rate | 82.4% | 87.4%-5.1pp | 83.0%-0.7pp | 82.6%-0.3pp |
| Annual return | -1.89% | 888.09%-890.0pp | 735.12%-737.0pp | 519.73%-521.6pp |
| Employer contribution / active EE | $2,465 | $6,035-59.2% | $5,298-53.5% | $4,779-48.4% |
| Participant deferral / active EE | $4,648 | $5,806-20.0% | $5,081-8.5% | $5,609-17.1% |
| Admin fee / account holder | $425 | $16,143-97.4% | $13,411-96.8% | $10,827-96.1% |