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 | $94,607 | $135,635-30.2% | $110,238-14.2% | $135,375-30.1% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.8%+3.5pp | 82.6%+0.7pp |
| Annual return | -5.71% | 513.19%-518.9pp | 314.74%-320.4pp | 519.73%-525.4pp |
| Employer contribution / active EE | $3,124 | $4,906-36.3% | $3,826-18.4% | $4,779-34.6% |
| Participant deferral / active EE | $4,544 | $5,506-17.5% | $4,672-2.7% | $5,609-19.0% |
| Admin fee / account holder | $945 | $11,457-91.8% | $8,547-88.9% | $10,827-91.3% |