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 | $97,124 | $135,635-28.4% | $110,238-11.9% | $135,375-28.3% |
| Participation rate | 71.4% | 83.5%-12.0pp | 79.8%-8.4pp | 82.6%-11.2pp |
| Annual return | -6.29% | 513.19%-519.5pp | 314.74%-321.0pp | 519.73%-526.0pp |
| Employer contribution / active EE | $0 | $4,906-100.0% | $3,826-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $8,890 | $5,506+61.4% | $4,672+90.3% | $5,609+58.5% |
| Admin fee / account holder | $17,157 | $11,457+49.7% | $8,547+100.7% | $10,827+58.5% |