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 | $99,432 | $135,635-26.7% | $110,238-9.8% | $135,375-26.6% |
| Participation rate | 92.3% | 83.5%+8.9pp | 79.8%+12.5pp | 82.6%+9.7pp |
| Annual return | -4.76% | 513.19%-517.9pp | 314.74%-319.5pp | 519.73%-524.5pp |
| Employer contribution / active EE | $4,781 | $4,906-2.6% | $3,826+24.9% | $4,7790% |
| Participant deferral / active EE | $4,588 | $5,506-16.7% | $4,672-1.8% | $5,609-18.2% |
| Admin fee / account holder | $2,867 | $11,457-75.0% | $8,547-66.5% | $10,827-73.5% |