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 | $133,108 | $99,640+33.6% | $86,436+54.0% | $134,475-1.0% |
| Participation rate | 75.0% | 82.0%-7.0pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -4.54% | 6782.58%-6787.1pp | 4394.89%-4399.4pp | 417.96%-422.5pp |
| Employer contribution / active EE | $2,236 | $4,400-49.2% | $3,769-40.7% | $4,740-52.8% |
| Participant deferral / active EE | $7,335 | $7,246+1.2% | $6,952+5.5% | $6,400+14.6% |
| Admin fee / account holder | $1,541 | $8,371-81.6% | $6,731-77.1% | $11,426-86.5% |