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 | $87,206 | $138,065-36.8% | $123,544-29.4% | $135,375-35.6% |
| Participation rate | 78.6% | 84.7%-6.2pp | 82.3%-3.7pp | 82.6%-4.1pp |
| Annual return | -4.98% | 153.68%-158.7pp | 119.20%-124.2pp | 519.73%-524.7pp |
| Employer contribution / active EE | $7,549 | $5,151+46.5% | $4,628+63.1% | $4,779+58.0% |
| Participant deferral / active EE | $4,476 | $6,799-34.2% | $6,426-30.3% | $5,609-20.2% |
| Admin fee / account holder | $1,422 | $10,916-87.0% | $9,284-84.7% | $10,827-86.9% |