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 | $116,892 | $180,449-35.2% | $154,107-24.1% | $135,375-13.7% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | -4.31% | 888.09%-892.4pp | 735.12%-739.4pp | 519.73%-524.0pp |
| Employer contribution / active EE | $4,482 | $6,035-25.7% | $5,298-15.4% | $4,779-6.2% |
| Participant deferral / active EE | $4,942 | $5,806-14.9% | $5,081-2.7% | $5,609-11.9% |
| Admin fee / account holder | $1,042 | $16,143-93.5% | $13,411-92.2% | $10,827-90.4% |