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 | $122,107 | $190,805-36.0% | $159,960-23.7% | $134,475-9.2% |
| Participation rate | 75.0% | 81.9%-6.9pp | 78.0%-3.0pp | 81.2%-6.2pp |
| Annual return | -7.95% | 552.23%-560.2pp | 408.60%-416.6pp | 417.96%-425.9pp |
| Employer contribution / active EE | $1,606 | $4,995-67.9% | $4,226-62.0% | $4,740-66.1% |
| Participant deferral / active EE | $3,857 | $6,923-44.3% | $6,182-37.6% | $6,400-39.7% |
| Admin fee / account holder | $814 | $10,471-92.2% | $8,698-90.6% | $11,426-92.9% |