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 | $180,449-38.7% | $154,107-28.3% | $135,375-18.3% |
| Participation rate | 77.8% | 87.4%-9.6pp | 83.0%-5.3pp | 82.6%-4.9pp |
| Annual return | -7.78% | 888.09%-895.9pp | 735.12%-742.9pp | 519.73%-527.5pp |
| Employer contribution / active EE | $1,951 | $6,035-67.7% | $5,298-63.2% | $4,779-59.2% |
| Participant deferral / active EE | $5,270 | $5,806-9.2% | $5,081+3.7% | $5,609-6.0% |
| Admin fee / account holder | $1,148 | $16,143-92.9% | $13,411-91.4% | $10,827-89.4% |