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 | $85,467 | $138,065-38.1% | $123,544-30.8% | $135,375-36.9% |
| Participation rate | 90.9% | 84.7%+6.2pp | 82.3%+8.6pp | 82.6%+8.3pp |
| Annual return | -5.56% | 153.68%-159.2pp | 119.20%-124.8pp | 519.73%-525.3pp |
| Employer contribution / active EE | $2,450 | $5,151-52.4% | $4,628-47.1% | $4,779-48.7% |
| Participant deferral / active EE | $4,747 | $6,799-30.2% | $6,426-26.1% | $5,609-15.4% |
| Admin fee / account holder | $3,220 | $10,916-70.5% | $9,284-65.3% | $10,827-70.3% |