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 | $105,602 | $190,805-44.7% | $159,960-34.0% | $134,475-21.5% |
| Participation rate | 81.8% | 81.9%-0.1pp | 78.0%+3.9pp | 81.2%+0.6pp |
| Annual return | -16.30% | 552.23%-568.5pp | 408.60%-424.9pp | 417.96%-434.3pp |
| Employer contribution / active EE | $1,898 | $4,995-62.0% | $4,226-55.1% | $4,740-59.9% |
| Participant deferral / active EE | $7,574 | $6,923+9.4% | $6,182+22.5% | $6,400+18.4% |
| Admin fee / account holder | $1,266 | $10,471-87.9% | $8,698-85.4% | $11,426-88.9% |