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 | $76,221 | $138,065-44.8% | $123,544-38.3% | $135,375-43.7% |
| Participation rate | 70.6% | 84.7%-14.1pp | 82.3%-11.7pp | 82.6%-12.1pp |
| Annual return | -5.35% | 153.68%-159.0pp | 119.20%-124.5pp | 519.73%-525.1pp |
| Employer contribution / active EE | $0 | $5,151-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,387 | $6,799+8.7% | $6,426+15.0% | $5,609+31.7% |
| Admin fee / account holder | $28,576 | $10,916+161.8% | $9,284+207.8% | $10,827+163.9% |