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 | $100,713 | $138,065-27.1% | $123,544-18.5% | $135,375-25.6% |
| Participation rate | 76.5% | 84.7%-8.3pp | 82.3%-5.8pp | 82.6%-6.2pp |
| Annual return | -5.23% | 153.68%-158.9pp | 119.20%-124.4pp | 519.73%-525.0pp |
| Employer contribution / active EE | $1,364 | $5,151-73.5% | $4,628-70.5% | $4,779-71.5% |
| Participant deferral / active EE | $5,454 | $6,799-19.8% | $6,426-15.1% | $5,609-2.8% |
| Admin fee / account holder | $2,370 | $10,916-78.3% | $9,284-74.5% | $10,827-78.1% |