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 5-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 | $139,211 | $106,543+30.7% | $91,220+52.6% | $134,475+3.5% |
| Participation rate | 70.0% | 76.8%-6.8pp | 73.2%-3.2pp | 81.2%-11.2pp |
| Annual return | -5.68% | 160.60%-166.3pp | 114.01%-119.7pp | 417.96%-423.6pp |
| Employer contribution / active EE | $1,585 | $3,331-52.4% | $2,850-44.4% | $4,740-66.6% |
| Participant deferral / active EE | $2,223 | $4,719-52.9% | $4,234-47.5% | $6,400-65.3% |
| Admin fee / account holder | $1,390 | $6,231-77.7% | $5,420-74.3% | $11,426-87.8% |