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 | $127,483 | $138,065-7.7% | $123,544+3.2% | $135,375-5.8% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -5.46% | 153.68%-159.1pp | 119.20%-124.7pp | 519.73%-525.2pp |
| Employer contribution / active EE | $2,950 | $5,151-42.7% | $4,628-36.3% | $4,779-38.3% |
| Participant deferral / active EE | $5,057 | $6,799-25.6% | $6,426-21.3% | $5,609-9.8% |
| Admin fee / account holder | $1,258 | $10,916-88.5% | $9,284-86.4% | $10,827-88.4% |