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 | $71,185 | $138,065-48.4% | $123,544-42.4% | $135,375-47.4% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -7.33% | 153.68%-161.0pp | 119.20%-126.5pp | 519.73%-527.1pp |
| Employer contribution / active EE | $2,291 | $5,151-55.5% | $4,628-50.5% | $4,779-52.1% |
| Participant deferral / active EE | $4,485 | $6,799-34.0% | $6,426-30.2% | $5,609-20.0% |
| Admin fee / account holder | $686 | $10,916-93.7% | $9,284-92.6% | $10,827-93.7% |