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 | $93,670 | $180,449-48.1% | $154,107-39.2% | $135,375-30.8% |
| Participation rate | 86.7% | 87.4%-0.8pp | 83.0%+3.6pp | 82.6%+4.0pp |
| Annual return | -3.71% | 888.09%-891.8pp | 735.12%-738.8pp | 519.73%-523.4pp |
| Employer contribution / active EE | $1,836 | $6,035-69.6% | $5,298-65.3% | $4,779-61.6% |
| Participant deferral / active EE | $7,324 | $5,806+26.1% | $5,081+44.2% | $5,609+30.6% |
| Admin fee / account holder | $7,126 | $16,143-55.9% | $13,411-46.9% | $10,827-34.2% |