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 | $86,393 | $138,065-37.4% | $123,544-30.1% | $135,375-36.2% |
| Participation rate | 78.3% | 84.7%-6.5pp | 82.3%-4.0pp | 82.6%-4.4pp |
| Annual return | -4.75% | 153.68%-158.4pp | 119.20%-123.9pp | 519.73%-524.5pp |
| Employer contribution / active EE | $4,409 | $5,151-14.4% | $4,628-4.7% | $4,779-7.7% |
| Participant deferral / active EE | $5,810 | $6,799-14.5% | $6,426-9.6% | $5,609+3.6% |
| Admin fee / account holder | $1,951 | $10,916-82.1% | $9,284-79.0% | $10,827-82.0% |