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 | $84,798 | $138,065-38.6% | $123,544-31.4% | $135,375-37.4% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -8.33% | 153.68%-162.0pp | 119.20%-127.5pp | 519.73%-528.1pp |
| Employer contribution / active EE | $3,110 | $5,151-39.6% | $4,628-32.8% | $4,779-34.9% |
| Participant deferral / active EE | $6,725 | $6,799-1.1% | $6,426+4.7% | $5,609+19.9% |
| Admin fee / account holder | $976 | $10,916-91.1% | $9,284-89.5% | $10,827-91.0% |