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 | $78,074 | $138,065-43.5% | $123,544-36.8% | $135,375-42.3% |
| Participation rate | 77.8% | 84.7%-7.0pp | 82.3%-4.5pp | 82.6%-4.9pp |
| Annual return | -7.05% | 153.68%-160.7pp | 119.20%-126.2pp | 519.73%-526.8pp |
| Employer contribution / active EE | $2,289 | $5,151-55.6% | $4,628-50.5% | $4,779-52.1% |
| Participant deferral / active EE | $4,908 | $6,799-27.8% | $6,426-23.6% | $5,609-12.5% |
| Admin fee / account holder | $469 | $10,916-95.7% | $9,284-94.9% | $10,827-95.7% |