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 | $137,270 | $180,449-23.9% | $154,107-10.9% | $135,375+1.4% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | -5.72% | 888.09%-893.8pp | 735.12%-740.8pp | 519.73%-525.5pp |
| Employer contribution / active EE | $2,080 | $6,035-65.5% | $5,298-60.7% | $4,779-56.5% |
| Participant deferral / active EE | $4,147 | $5,806-28.6% | $5,081-18.4% | $5,609-26.1% |
| Admin fee / account holder | $1,212 | $16,143-92.5% | $13,411-91.0% | $10,827-88.8% |