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 | $99,674 | $138,065-27.8% | $123,544-19.3% | $135,375-26.4% |
| Participation rate | 70.0% | 84.7%-14.7pp | 82.3%-12.3pp | 82.6%-12.6pp |
| Annual return | -8.25% | 153.68%-161.9pp | 119.20%-127.5pp | 519.73%-528.0pp |
| Employer contribution / active EE | $2,551 | $5,151-50.5% | $4,628-44.9% | $4,779-46.6% |
| Participant deferral / active EE | $4,543 | $6,799-33.2% | $6,426-29.3% | $5,609-19.0% |
| Admin fee / account holder | $952 | $10,916-91.3% | $9,284-89.7% | $10,827-91.2% |