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 | $113,622 | $180,449-37.0% | $154,107-26.3% | $135,375-16.1% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | -7.96% | 888.09%-896.1pp | 735.12%-743.1pp | 519.73%-527.7pp |
| Employer contribution / active EE | $2,417 | $6,035-60.0% | $5,298-54.4% | $4,779-49.4% |
| Participant deferral / active EE | $5,471 | $5,806-5.8% | $5,081+7.7% | $5,609-2.5% |
| Admin fee / account holder | $8,941 | $16,143-44.6% | $13,411-33.3% | $10,827-17.4% |