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 | $127,147 | $138,065-7.9% | $123,544+2.9% | $135,375-6.1% |
| Participation rate | 72.7% | 84.7%-12.0pp | 82.3%-9.6pp | 82.6%-9.9pp |
| Annual return | -5.30% | 153.68%-159.0pp | 119.20%-124.5pp | 519.73%-525.0pp |
| Employer contribution / active EE | $1,698 | $5,151-67.0% | $4,628-63.3% | $4,779-64.5% |
| Participant deferral / active EE | $6,613 | $6,799-2.7% | $6,426+2.9% | $5,609+17.9% |
| Admin fee / account holder | $660 | $10,916-94.0% | $9,284-92.9% | $10,827-93.9% |