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 | $102,139 | $138,065-26.0% | $123,544-17.3% | $135,375-24.6% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | -8.17% | 153.68%-161.9pp | 119.20%-127.4pp | 519.73%-527.9pp |
| Employer contribution / active EE | $4,495 | $5,151-12.7% | $4,628-2.9% | $4,779-5.9% |
| Participant deferral / active EE | $7,456 | $6,799+9.7% | $6,426+16.0% | $5,609+32.9% |
| Admin fee / account holder | $495 | $10,916-95.5% | $9,284-94.7% | $10,827-95.4% |