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 | $91,520 | $90,600+1.0% | $79,464+15.2% | $135,375-32.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -8.51% | 977.43%-985.9pp | 718.14%-726.7pp | 519.73%-528.2pp |
| Employer contribution / active EE | $1,720 | $3,068-43.9% | $2,800-38.6% | $4,779-64.0% |
| Participant deferral / active EE | $6,316 | $4,050+55.9% | $3,704+70.5% | $5,609+12.6% |
| Admin fee / account holder | $2,234 | $5,907-62.2% | $5,113-56.3% | $10,827-79.4% |