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 | $180,449-52.1% | $154,107-43.9% | $135,375-36.2% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -7.61% | 888.09%-895.7pp | 735.12%-742.7pp | 519.73%-527.3pp |
| Employer contribution / active EE | $1,861 | $6,035-69.2% | $5,298-64.9% | $4,779-61.1% |
| Participant deferral / active EE | $5,896 | $5,806+1.5% | $5,081+16.1% | $5,609+5.1% |
| Admin fee / account holder | $2,646 | $16,143-83.6% | $13,411-80.3% | $10,827-75.6% |