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 | $118,072 | $138,065-14.5% | $123,544-4.4% | $135,375-12.8% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -5.65% | 153.68%-159.3pp | 119.20%-124.8pp | 519.73%-525.4pp |
| Employer contribution / active EE | $1,820 | $5,151-64.7% | $4,628-60.7% | $4,779-61.9% |
| Participant deferral / active EE | $4,532 | $6,799-33.3% | $6,426-29.5% | $5,609-19.2% |
| Admin fee / account holder | $1,302 | $10,916-88.1% | $9,284-86.0% | $10,827-88.0% |