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 | $112,517 | $138,065-18.5% | $123,544-8.9% | $135,375-16.9% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -6.71% | 153.68%-160.4pp | 119.20%-125.9pp | 519.73%-526.4pp |
| Employer contribution / active EE | $4,342 | $5,151-15.7% | $4,628-6.2% | $4,779-9.1% |
| Participant deferral / active EE | $6,512 | $6,799-4.2% | $6,426+1.3% | $5,609+16.1% |
| Admin fee / account holder | $951 | $10,916-91.3% | $9,284-89.8% | $10,827-91.2% |