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 | $121,362 | $138,065-12.1% | $123,544-1.8% | $135,375-10.4% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -6.96% | 153.68%-160.6pp | 119.20%-126.2pp | 519.73%-526.7pp |
| Employer contribution / active EE | $3,002 | $5,151-41.7% | $4,628-35.1% | $4,779-37.2% |
| Participant deferral / active EE | $4,348 | $6,799-36.1% | $6,426-32.3% | $5,609-22.5% |
| Admin fee / account holder | $93,201 | $10,916+753.8% | $9,284+903.9% | $10,827+760.8% |