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 | $113,246 | $138,044-18.0% | $125,339-9.6% | $134,475-15.8% |
| Participation rate | 72.7% | 84.5%-11.8pp | 82.4%-9.6pp | 81.2%-8.5pp |
| Annual return | -14.54% | 750.33%-764.9pp | 572.05%-586.6pp | 417.96%-432.5pp |
| Employer contribution / active EE | $3,265 | $5,243-37.7% | $4,814-32.2% | $4,740-31.1% |
| Participant deferral / active EE | $5,892 | $7,799-24.4% | $7,446-20.9% | $6,400-7.9% |
| Admin fee / account holder | $1,770 | $11,571-84.7% | $10,010-82.3% | $11,426-84.5% |