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 | $102,896 | $97,757+5.3% | $83,848+22.7% | $135,375-24.0% |
| Participation rate | 80.0% | 80.0%0pp | 76.1%+3.9pp | 82.6%-2.6pp |
| Annual return | -7.72% | 1287.37%-1295.1pp | 850.88%-858.6pp | 519.73%-527.5pp |
| Employer contribution / active EE | $3,369 | $4,222-20.2% | $3,631-7.2% | $4,779-29.5% |
| Participant deferral / active EE | $7,211 | $4,682+54.0% | $4,082+76.7% | $5,609+28.6% |
| Admin fee / account holder | $1,265 | $6,674-81.0% | $5,478-76.9% | $10,827-88.3% |