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 | $85,298 | $97,757-12.7% | $83,848+1.7% | $135,375-37.0% |
| Participation rate | 94.1% | 80.0%+14.2pp | 76.1%+18.0pp | 82.6%+11.5pp |
| Annual return | -1.28% | 1287.37%-1288.7pp | 850.88%-852.2pp | 519.73%-521.0pp |
| Employer contribution / active EE | $832 | $4,222-80.3% | $3,631-77.1% | $4,779-82.6% |
| Participant deferral / active EE | $2,637 | $4,682-43.7% | $4,082-35.4% | $5,609-53.0% |
| Admin fee / account holder | $2,368 | $6,674-64.5% | $5,478-56.8% | $10,827-78.1% |