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 8-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 | $94,724 | $138,065-31.4% | $123,544-23.3% | $135,375-30.0% |
| Participation rate | 90.9% | 84.7%+6.2pp | 82.3%+8.6pp | 82.6%+8.3pp |
| Annual return | -2.70% | 153.68%-156.4pp | 119.20%-121.9pp | 519.73%-522.4pp |
| Employer contribution / active EE | $3,297 | $5,151-36.0% | $4,628-28.8% | $4,779-31.0% |
| Participant deferral / active EE | $6,301 | $6,799-7.3% | $6,426-1.9% | $5,609+12.3% |
| Admin fee / account holder | $72,122 | $10,916+560.7% | $9,284+676.9% | $10,827+566.1% |