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 6-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 | $116,245 | $190,805-39.1% | $159,960-27.3% | $134,475-13.6% |
| Participation rate | 91.7% | 81.9%+9.7pp | 78.0%+13.7pp | 81.2%+10.4pp |
| Annual return | -12.86% | 552.23%-565.1pp | 408.60%-421.5pp | 417.96%-430.8pp |
| Employer contribution / active EE | $4,882 | $4,995-2.3% | $4,226+15.5% | $4,740+3.0% |
| Participant deferral / active EE | $8,547 | $6,923+23.5% | $6,182+38.3% | $6,400+33.6% |
| Admin fee / account holder | $7,687 | $10,471-26.6% | $8,698-11.6% | $11,426-32.7% |