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 | $101,382 | $180,449-43.8% | $154,107-34.2% | $135,375-25.1% |
| Participation rate | 81.8% | 87.4%-5.6pp | 83.0%-1.2pp | 82.6%-0.8pp |
| Annual return | -2.16% | 888.09%-890.2pp | 735.12%-737.3pp | 519.73%-521.9pp |
| Employer contribution / active EE | $1,660 | $6,035-72.5% | $5,298-68.7% | $4,779-65.3% |
| Participant deferral / active EE | $3,840 | $5,806-33.9% | $5,081-24.4% | $5,609-31.5% |
| Admin fee / account holder | $4,549 | $16,143-71.8% | $13,411-66.1% | $10,827-58.0% |