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 | $228,349 | $138,065+65.4% | $123,544+84.8% | $135,375+68.7% |
| Participation rate | 73.7% | 84.7%-11.1pp | 82.3%-8.6pp | 82.6%-9.0pp |
| Annual return | -6.43% | 153.68%-160.1pp | 119.20%-125.6pp | 519.73%-526.2pp |
| Employer contribution / active EE | $2,098 | $5,151-59.3% | $4,628-54.7% | $4,779-56.1% |
| Participant deferral / active EE | $3,234 | $6,799-52.4% | $6,426-49.7% | $5,609-42.3% |
| Admin fee / account holder | $11,296 | $10,916+3.5% | $9,284+21.7% | $10,827+4.3% |