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 | $91,936 | $97,757-6.0% | $83,848+9.6% | $135,375-32.1% |
| Participation rate | 88.9% | 80.0%+8.9pp | 76.1%+12.7pp | 82.6%+6.2pp |
| Annual return | -5.00% | 1287.37%-1292.4pp | 850.88%-855.9pp | 519.73%-524.7pp |
| Employer contribution / active EE | $2,617 | $4,222-38.0% | $3,631-27.9% | $4,779-45.2% |
| Participant deferral / active EE | $5,935 | $4,682+26.8% | $4,082+45.4% | $5,609+5.8% |
| Admin fee / account holder | $1,269 | $6,674-81.0% | $5,478-76.8% | $10,827-88.3% |