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 | $93,684 | $138,065-32.1% | $123,544-24.2% | $135,375-30.8% |
| Participation rate | 90.0% | 84.7%+5.3pp | 82.3%+7.7pp | 82.6%+7.4pp |
| Annual return | -5.71% | 153.68%-159.4pp | 119.20%-124.9pp | 519.73%-525.4pp |
| Employer contribution / active EE | $3,544 | $5,151-31.2% | $4,628-23.4% | $4,779-25.8% |
| Participant deferral / active EE | $5,342 | $6,799-21.4% | $6,426-16.9% | $5,609-4.8% |
| Admin fee / account holder | $2,603 | $10,916-76.2% | $9,284-72.0% | $10,827-76.0% |