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 | $105,141 | $138,044-23.8% | $125,339-16.1% | $134,475-21.8% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -13.16% | 750.33%-763.5pp | 572.05%-585.2pp | 417.96%-431.1pp |
| Employer contribution / active EE | $1,554 | $5,243-70.4% | $4,814-67.7% | $4,740-67.2% |
| Participant deferral / active EE | $2,957 | $7,799-62.1% | $7,446-60.3% | $6,400-53.8% |
| Admin fee / account holder | $524 | $11,571-95.5% | $10,010-94.8% | $11,426-95.4% |