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 | $90,209 | $190,805-52.7% | $159,960-43.6% | $134,475-32.9% |
| Participation rate | 92.3% | 81.9%+10.4pp | 78.0%+14.4pp | 81.2%+11.1pp |
| Annual return | -18.82% | 552.23%-571.1pp | 408.60%-427.4pp | 417.96%-436.8pp |
| Employer contribution / active EE | $3,380 | $4,995-32.3% | $4,226-20.0% | $4,740-28.7% |
| Participant deferral / active EE | $6,595 | $6,923-4.7% | $6,182+6.7% | $6,400+3.1% |
| Admin fee / account holder | $1,458 | $10,471-86.1% | $8,698-83.2% | $11,426-87.2% |