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 | $107,249 | $180,449-40.6% | $154,107-30.4% | $135,375-20.8% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -8.64% | 888.09%-896.7pp | 735.12%-743.8pp | 519.73%-528.4pp |
| Employer contribution / active EE | $1,732 | $6,035-71.3% | $5,298-67.3% | $4,779-63.8% |
| Participant deferral / active EE | $2,163 | $5,806-62.8% | $5,081-57.4% | $5,609-61.4% |
| Admin fee / account holder | $855 | $16,143-94.7% | $13,411-93.6% | $10,827-92.1% |