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 | $89,668 | $190,805-53.0% | $159,960-43.9% | $134,475-33.3% |
| Participation rate | 85.7% | 81.9%+3.8pp | 78.0%+7.8pp | 81.2%+4.5pp |
| Annual return | -17.30% | 552.23%-569.5pp | 408.60%-425.9pp | 417.96%-435.3pp |
| Employer contribution / active EE | $5,246 | $4,995+5.0% | $4,226+24.1% | $4,740+10.7% |
| Participant deferral / active EE | $3,416 | $6,923-50.7% | $6,182-44.8% | $6,400-46.6% |
| Admin fee / account holder | $15,350 | $10,471+46.6% | $8,698+76.5% | $11,426+34.3% |