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 | $123,858 | $180,449-31.4% | $154,107-19.6% | $135,375-8.5% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -6.01% | 888.09%-894.1pp | 735.12%-741.1pp | 519.73%-525.7pp |
| Employer contribution / active EE | $2,403 | $6,035-60.2% | $5,298-54.6% | $4,779-49.7% |
| Participant deferral / active EE | $5,490 | $5,806-5.4% | $5,081+8.1% | $5,609-2.1% |
| Admin fee / account holder | $508 | $16,143-96.9% | $13,411-96.2% | $10,827-95.3% |