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 | $117,976 | $180,449-34.6% | $154,107-23.4% | $135,375-12.9% |
| Participation rate | 78.6% | 87.4%-8.9pp | 83.0%-4.5pp | 82.6%-4.1pp |
| Annual return | -7.00% | 888.09%-895.1pp | 735.12%-742.1pp | 519.73%-526.7pp |
| Employer contribution / active EE | $2,473 | $6,035-59.0% | $5,298-53.3% | $4,779-48.2% |
| Participant deferral / active EE | $7,007 | $5,806+20.7% | $5,081+37.9% | $5,609+24.9% |
| Admin fee / account holder | $642 | $16,143-96.0% | $13,411-95.2% | $10,827-94.1% |