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 | $93,388 | $97,757-4.5% | $83,848+11.4% | $135,375-31.0% |
| Participation rate | 85.7% | 80.0%+5.8pp | 76.1%+9.6pp | 82.6%+3.1pp |
| Annual return | -2.28% | 1287.37%-1289.7pp | 850.88%-853.2pp | 519.73%-522.0pp |
| Employer contribution / active EE | $2,848 | $4,222-32.5% | $3,631-21.6% | $4,779-40.4% |
| Participant deferral / active EE | $7,412 | $4,682+58.3% | $4,082+81.6% | $5,609+32.1% |
| Admin fee / account holder | $1,178 | $6,674-82.3% | $5,478-78.5% | $10,827-89.1% |