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 | $78,832 | $180,449-56.3% | $154,107-48.8% | $135,375-41.8% |
| Participation rate | 91.7% | 87.4%+4.2pp | 83.0%+8.6pp | 82.6%+9.0pp |
| Annual return | -5.88% | 888.09%-894.0pp | 735.12%-741.0pp | 519.73%-525.6pp |
| Employer contribution / active EE | $2,748 | $6,035-54.5% | $5,298-48.1% | $4,779-42.5% |
| Participant deferral / active EE | $4,574 | $5,806-21.2% | $5,081-10.0% | $5,609-18.5% |
| Admin fee / account holder | $1,824 | $16,143-88.7% | $13,411-86.4% | $10,827-83.2% |