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 | $88,043 | $138,065-36.2% | $123,544-28.7% | $135,375-35.0% |
| Participation rate | 88.2% | 84.7%+3.5pp | 82.3%+5.9pp | 82.6%+5.6pp |
| Annual return | -6.64% | 153.68%-160.3pp | 119.20%-125.8pp | 519.73%-526.4pp |
| Employer contribution / active EE | $3,795 | $5,151-26.3% | $4,628-18.0% | $4,779-20.6% |
| Participant deferral / active EE | $7,691 | $6,799+13.1% | $6,426+19.7% | $5,609+37.1% |
| Admin fee / account holder | $3,450 | $10,916-68.4% | $9,284-62.8% | $10,827-68.1% |