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 | $121,845 | $135,635-10.2% | $110,238+10.5% | $135,375-10.0% |
| Participation rate | 70.8% | 83.5%-12.6pp | 79.8%-9.0pp | 82.6%-11.8pp |
| Annual return | -5.83% | 513.19%-519.0pp | 314.74%-320.6pp | 519.73%-525.6pp |
| Employer contribution / active EE | $3,306 | $4,906-32.6% | $3,826-13.6% | $4,779-30.8% |
| Participant deferral / active EE | $4,646 | $5,506-15.6% | $4,672-0.6% | $5,609-17.2% |
| Admin fee / account holder | $1,131 | $11,457-90.1% | $8,547-86.8% | $10,827-89.6% |