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 | $102,097 | $138,065-26.1% | $123,544-17.4% | $135,375-24.6% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | 0.43% | 153.68%-153.3pp | 119.20%-118.8pp | 519.73%-519.3pp |
| Employer contribution / active EE | $1,403 | $5,151-72.8% | $4,628-69.7% | $4,779-70.6% |
| Participant deferral / active EE | $2,930 | $6,799-56.9% | $6,426-54.4% | $5,609-47.8% |
| Admin fee / account holder | $85,507 | $10,916+683.3% | $9,284+821.0% | $10,827+689.8% |