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 9-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 | $122,188 | $190,805-36.0% | $159,960-23.6% | $134,475-9.1% |
| Participation rate | 75.0% | 81.9%-6.9pp | 78.0%-3.0pp | 81.2%-6.2pp |
| Annual return | -19.62% | 552.23%-571.9pp | 408.60%-428.2pp | 417.96%-437.6pp |
| Employer contribution / active EE | $1,897 | $4,995-62.0% | $4,226-55.1% | $4,740-60.0% |
| Participant deferral / active EE | $6,151 | $6,923-11.2% | $6,182-0.5% | $6,400-3.9% |
| Admin fee / account holder | $6,626 | $10,471-36.7% | $8,698-23.8% | $11,426-42.0% |