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 | $120,359 | $92,703+29.8% | $82,719+45.5% | $134,475-10.5% |
| Participation rate | 71.4% | 75.2%-3.8pp | 72.6%-1.1pp | 81.2%-9.8pp |
| Annual return | -6.33% | 944.92%-951.2pp | 701.18%-707.5pp | 417.96%-424.3pp |
| Employer contribution / active EE | $1,167 | $3,274-64.3% | $3,009-61.2% | $4,740-75.4% |
| Participant deferral / active EE | $5,697 | $4,802+18.6% | $4,395+29.6% | $6,400-11.0% |
| Admin fee / account holder | $5,097 | $5,983-14.8% | $5,329-4.4% | $11,426-55.4% |