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 | $110,568 | $138,065-19.9% | $123,544-10.5% | $135,375-18.3% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -7.68% | 153.68%-161.4pp | 119.20%-126.9pp | 519.73%-527.4pp |
| Employer contribution / active EE | $1,760 | $5,151-65.8% | $4,628-62.0% | $4,779-63.2% |
| Participant deferral / active EE | $6,420 | $6,799-5.6% | $6,426-0.1% | $5,609+14.5% |
| Admin fee / account holder | $350 | $10,916-96.8% | $9,284-96.2% | $10,827-96.8% |