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 | $143,041 | $90,600+57.9% | $79,464+80.0% | $135,375+5.7% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 82.6%-7.6pp |
| Annual return | -6.65% | 977.43%-984.1pp | 718.14%-724.8pp | 519.73%-526.4pp |
| Employer contribution / active EE | $2,687 | $3,068-12.4% | $2,800-4.0% | $4,779-43.8% |
| Participant deferral / active EE | $9,750 | $4,050+140.7% | $3,704+163.2% | $5,609+73.8% |
| Admin fee / account holder | $6,334 | $5,907+7.2% | $5,113+23.9% | $10,827-41.5% |