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 | $96,120 | $138,065-30.4% | $123,544-22.2% | $135,375-29.0% |
| Participation rate | 92.9% | 84.7%+8.1pp | 82.3%+10.6pp | 82.6%+10.2pp |
| Annual return | -8.46% | 153.68%-162.1pp | 119.20%-127.7pp | 519.73%-528.2pp |
| Employer contribution / active EE | $1,662 | $5,151-67.7% | $4,628-64.1% | $4,779-65.2% |
| Participant deferral / active EE | $4,244 | $6,799-37.6% | $6,426-33.9% | $5,609-24.3% |
| Admin fee / account holder | $1,094 | $10,916-90.0% | $9,284-88.2% | $10,827-89.9% |