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 | $101,630 | $180,449-43.7% | $154,107-34.1% | $135,375-24.9% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | -3.84% | 888.09%-891.9pp | 735.12%-739.0pp | 519.73%-523.6pp |
| Employer contribution / active EE | $4,218 | $6,035-30.1% | $5,298-20.4% | $4,779-11.7% |
| Participant deferral / active EE | $4,416 | $5,806-23.9% | $5,081-13.1% | $5,609-21.3% |
| Admin fee / account holder | $26,375 | $16,143+63.4% | $13,411+96.7% | $10,827+143.6% |