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 | $124,692 | $97,757+27.6% | $83,848+48.7% | $135,375-7.9% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -8.61% | 1287.37%-1296.0pp | 850.88%-859.5pp | 519.73%-528.3pp |
| Employer contribution / active EE | $1,675 | $4,222-60.3% | $3,631-53.9% | $4,779-65.0% |
| Participant deferral / active EE | $3,736 | $4,682-20.2% | $4,082-8.5% | $5,609-33.4% |
| Admin fee / account holder | $1,992 | $6,674-70.1% | $5,478-63.6% | $10,827-81.6% |