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 | $90,930 | $138,044-34.1% | $125,339-27.5% | $134,475-32.4% |
| Participation rate | 84.2% | 84.5%-0.3pp | 82.4%+1.8pp | 81.2%+3.0pp |
| Annual return | -17.63% | 750.33%-768.0pp | 572.05%-589.7pp | 417.96%-435.6pp |
| Employer contribution / active EE | $2,291 | $5,243-56.3% | $4,814-52.4% | $4,740-51.7% |
| Participant deferral / active EE | $5,065 | $7,799-35.1% | $7,446-32.0% | $6,400-20.9% |
| Admin fee / account holder | $22,628 | $11,571+95.6% | $10,010+126.1% | $11,426+98.0% |