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 | $87,443 | $138,065-36.7% | $123,544-29.2% | $135,375-35.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.86% | 153.68%-156.5pp | 119.20%-122.1pp | 519.73%-522.6pp |
| Employer contribution / active EE | $5,068 | $5,151-1.6% | $4,628+9.5% | $4,779+6.1% |
| Participant deferral / active EE | $6,604 | $6,799-2.9% | $6,426+2.8% | $5,609+17.7% |
| Admin fee / account holder | $1,805 | $10,916-83.5% | $9,284-80.6% | $10,827-83.3% |