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 | $111,407 | $138,065-19.3% | $123,544-9.8% | $135,375-17.7% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -9.12% | 153.68%-162.8pp | 119.20%-128.3pp | 519.73%-528.9pp |
| Employer contribution / active EE | $2,027 | $5,151-60.6% | $4,628-56.2% | $4,779-57.6% |
| Participant deferral / active EE | $8,861 | $6,799+30.3% | $6,426+37.9% | $5,609+58.0% |
| Admin fee / account holder | $779 | $10,916-92.9% | $9,284-91.6% | $10,827-92.8% |