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 | $111,704 | $138,065-19.1% | $123,544-9.6% | $135,375-17.5% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -8.61% | 153.68%-162.3pp | 119.20%-127.8pp | 519.73%-528.3pp |
| Employer contribution / active EE | $3,420 | $5,151-33.6% | $4,628-26.1% | $4,779-28.4% |
| Participant deferral / active EE | $9,526 | $6,799+40.1% | $6,426+48.3% | $5,609+69.8% |
| Admin fee / account holder | $919 | $10,916-91.6% | $9,284-90.1% | $10,827-91.5% |