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 | $118,427 | $138,065-14.2% | $123,544-4.1% | $135,375-12.5% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -7.79% | 153.68%-161.5pp | 119.20%-127.0pp | 519.73%-527.5pp |
| Employer contribution / active EE | $2,267 | $5,151-56.0% | $4,628-51.0% | $4,779-52.6% |
| Participant deferral / active EE | $4,606 | $6,799-32.2% | $6,426-28.3% | $5,609-17.9% |
| Admin fee / account holder | $6,720 | $10,916-38.4% | $9,284-27.6% | $10,827-37.9% |