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 | $96,411 | $97,757-1.4% | $83,848+15.0% | $135,375-28.8% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -4.96% | 1287.37%-1292.3pp | 850.88%-855.8pp | 519.73%-524.7pp |
| Employer contribution / active EE | $2,168 | $4,222-48.6% | $3,631-40.3% | $4,779-54.6% |
| Participant deferral / active EE | $4,676 | $4,682-0.1% | $4,082+14.6% | $5,609-16.6% |
| Admin fee / account holder | $1,465 | $6,674-78.1% | $5,478-73.3% | $10,827-86.5% |