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 | $117,866 | $138,044-14.6% | $125,339-6.0% | $134,475-12.4% |
| Participation rate | 73.9% | 84.5%-10.6pp | 82.4%-8.5pp | 81.2%-7.3pp |
| Annual return | -18.75% | 750.33%-769.1pp | 572.05%-590.8pp | 417.96%-436.7pp |
| Employer contribution / active EE | $2,101 | $5,243-59.9% | $4,814-56.4% | $4,740-55.7% |
| Participant deferral / active EE | $10,689 | $7,799+37.1% | $7,446+43.6% | $6,400+67.0% |
| Admin fee / account holder | $4,005 | $11,571-65.4% | $10,010-60.0% | $11,426-64.9% |