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 9-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 | $94,167 | $138,065-31.8% | $123,544-23.8% | $135,375-30.4% |
| Participation rate | 90.5% | 84.7%+5.7pp | 82.3%+8.2pp | 82.6%+7.8pp |
| Annual return | -4.77% | 153.68%-158.5pp | 119.20%-124.0pp | 519.73%-524.5pp |
| Employer contribution / active EE | $2,311 | $5,151-55.1% | $4,628-50.1% | $4,779-51.6% |
| Participant deferral / active EE | $5,495 | $6,799-19.2% | $6,426-14.5% | $5,609-2.0% |
| Admin fee / account holder | $2,732 | $10,916-75.0% | $9,284-70.6% | $10,827-74.8% |