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 | $105,531 | $180,449-41.5% | $154,107-31.5% | $135,375-22.0% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -6.76% | 888.09%-894.9pp | 735.12%-741.9pp | 519.73%-526.5pp |
| Employer contribution / active EE | $2,008 | $6,035-66.7% | $5,298-62.1% | $4,779-58.0% |
| Participant deferral / active EE | $3,664 | $5,806-36.9% | $5,081-27.9% | $5,609-34.7% |
| Admin fee / account holder | $728 | $16,143-95.5% | $13,411-94.6% | $10,827-93.3% |