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 | $117,277 | $138,065-15.1% | $123,544-5.1% | $135,375-13.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.18% | 153.68%-157.9pp | 119.20%-123.4pp | 519.73%-523.9pp |
| Employer contribution / active EE | $1,631 | $5,151-68.3% | $4,628-64.7% | $4,779-65.9% |
| Participant deferral / active EE | $3,263 | $6,799-52.0% | $6,426-49.2% | $5,609-41.8% |
| Admin fee / account holder | $9,023 | $10,916-17.3% | $9,284-2.8% | $10,827-16.7% |