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 | $201,410 | $92,703+117.3% | $82,719+143.5% | $134,475+49.8% |
| Participation rate | 71.4% | 75.2%-3.8pp | 72.6%-1.1pp | 81.2%-9.8pp |
| Annual return | -18.55% | 944.92%-963.5pp | 701.18%-719.7pp | 417.96%-436.5pp |
| Employer contribution / active EE | $1,965 | $3,274-40.0% | $3,009-34.7% | $4,740-58.5% |
| Participant deferral / active EE | $6,490 | $4,802+35.1% | $4,395+47.7% | $6,400+1.4% |
| Admin fee / account holder | $14,090 | $5,983+135.5% | $5,329+164.4% | $11,426+23.3% |