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 | $123,565 | $190,805-35.2% | $159,960-22.8% | $134,475-8.1% |
| Participation rate | 90.9% | 81.9%+9.0pp | 78.0%+13.0pp | 81.2%+9.7pp |
| Annual return | -18.42% | 552.23%-570.7pp | 408.60%-427.0pp | 417.96%-436.4pp |
| Employer contribution / active EE | $1,634 | $4,995-67.3% | $4,226-61.3% | $4,740-65.5% |
| Participant deferral / active EE | $2,424 | $6,923-65.0% | $6,182-60.8% | $6,400-62.1% |
| Admin fee / account holder | $1,833 | $10,471-82.5% | $8,698-78.9% | $11,426-84.0% |