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 | $98,777 | $180,449-45.3% | $154,107-35.9% | $135,375-27.0% |
| Participation rate | 72.2% | 87.4%-15.2pp | 83.0%-10.8pp | 82.6%-10.4pp |
| Annual return | -6.42% | 888.09%-894.5pp | 735.12%-741.5pp | 519.73%-526.2pp |
| Employer contribution / active EE | $1,655 | $6,035-72.6% | $5,298-68.8% | $4,779-65.4% |
| Participant deferral / active EE | $4,891 | $5,806-15.8% | $5,081-3.7% | $5,609-12.8% |
| Admin fee / account holder | $1,161 | $16,143-92.8% | $13,411-91.3% | $10,827-89.3% |