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 | $132,931 | $99,640+33.4% | $86,436+53.8% | $134,475-1.1% |
| Participation rate | 83.3% | 82.0%+1.3pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -17.18% | 6782.58%-6799.8pp | 4394.89%-4412.1pp | 417.96%-435.1pp |
| Employer contribution / active EE | $1,299 | $4,400-70.5% | $3,769-65.5% | $4,740-72.6% |
| Participant deferral / active EE | $5,913 | $7,246-18.4% | $6,952-14.9% | $6,400-7.6% |
| Admin fee / account holder | $1,109 | $8,371-86.8% | $6,731-83.5% | $11,426-90.3% |