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 | $91,744 | $138,065-33.6% | $123,544-25.7% | $135,375-32.2% |
| Participation rate | 78.9% | 84.7%-5.8pp | 82.3%-3.3pp | 82.6%-3.7pp |
| Annual return | -3.97% | 153.68%-157.7pp | 119.20%-123.2pp | 519.73%-523.7pp |
| Employer contribution / active EE | $1,164 | $5,151-77.4% | $4,628-74.9% | $4,779-75.6% |
| Participant deferral / active EE | $5,665 | $6,799-16.7% | $6,426-11.8% | $5,609+1.0% |
| Admin fee / account holder | $36,637 | $10,916+235.6% | $9,284+294.6% | $10,827+238.4% |