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 | $96,830 | $180,449-46.3% | $154,107-37.2% | $135,375-28.5% |
| Participation rate | 79.2% | 87.4%-8.3pp | 83.0%-3.9pp | 82.6%-3.5pp |
| Annual return | -6.38% | 888.09%-894.5pp | 735.12%-741.5pp | 519.73%-526.1pp |
| Employer contribution / active EE | $11,927 | $6,035+97.6% | $5,298+125.1% | $4,779+149.6% |
| Participant deferral / active EE | $6,986 | $5,806+20.3% | $5,081+37.5% | $5,609+24.6% |
| Admin fee / account holder | $373 | $16,143-97.7% | $13,411-97.2% | $10,827-96.6% |