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 | $112,238 | $138,044-18.7% | $125,339-10.5% | $134,475-16.5% |
| Participation rate | 76.5% | 84.5%-8.0pp | 82.4%-5.9pp | 81.2%-4.8pp |
| Annual return | -13.84% | 750.33%-764.2pp | 572.05%-585.9pp | 417.96%-431.8pp |
| Employer contribution / active EE | $1,134 | $5,243-78.4% | $4,814-76.4% | $4,740-76.1% |
| Participant deferral / active EE | $4,862 | $7,799-37.7% | $7,446-34.7% | $6,400-24.0% |
| Admin fee / account holder | $51,494 | $11,571+345.0% | $10,010+414.5% | $11,426+350.7% |