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 | $119,010 | $138,065-13.8% | $123,544-3.7% | $135,375-12.1% |
| Participation rate | 76.9% | 84.7%-7.8pp | 82.3%-5.4pp | 82.6%-5.7pp |
| Annual return | -8.06% | 153.68%-161.7pp | 119.20%-127.3pp | 519.73%-527.8pp |
| Employer contribution / active EE | $3,188 | $5,151-38.1% | $4,628-31.1% | $4,779-33.3% |
| Participant deferral / active EE | $5,248 | $6,799-22.8% | $6,426-18.3% | $5,609-6.4% |
| Admin fee / account holder | $865 | $10,916-92.1% | $9,284-90.7% | $10,827-92.0% |