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 9-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 | $93,169 | $138,065-32.5% | $123,544-24.6% | $135,375-31.2% |
| Participation rate | 93.3% | 84.7%+8.6pp | 82.3%+11.0pp | 82.6%+10.7pp |
| Annual return | -7.26% | 153.68%-160.9pp | 119.20%-126.5pp | 519.73%-527.0pp |
| Employer contribution / active EE | $3,177 | $5,151-38.3% | $4,628-31.4% | $4,779-33.5% |
| Participant deferral / active EE | $6,341 | $6,799-6.7% | $6,426-1.3% | $5,609+13.1% |
| Admin fee / account holder | $1,077 | $10,916-90.1% | $9,284-88.4% | $10,827-90.1% |