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 | $81,998 | $160,055-48.8% | $140,016-41.4% | $135,375-39.4% |
| Participation rate | 81.3% | 88.5%-7.3pp | 87.5%-6.2pp | 82.6%-1.4pp |
| Annual return | -5.07% | 911.38%-916.5pp | 651.12%-656.2pp | 519.73%-524.8pp |
| Employer contribution / active EE | $2,673 | $6,420-58.4% | $5,606-52.3% | $4,779-44.1% |
| Participant deferral / active EE | $6,957 | $7,642-9.0% | $6,927+0.4% | $5,609+24.0% |
| Admin fee / account holder | $20,056 | $13,328+50.5% | $10,705+87.3% | $10,827+85.2% |