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 | $102,808 | $92,703+10.9% | $82,719+24.3% | $134,475-23.5% |
| Participation rate | 71.4% | 75.2%-3.8pp | 72.6%-1.1pp | 81.2%-9.8pp |
| Annual return | -11.24% | 944.92%-956.2pp | 701.18%-712.4pp | 417.96%-429.2pp |
| Employer contribution / active EE | $1,667 | $3,274-49.1% | $3,009-44.6% | $4,740-64.8% |
| Participant deferral / active EE | $4,261 | $4,802-11.3% | $4,395-3.1% | $6,400-33.4% |
| Admin fee / account holder | $13,063 | $5,983+118.3% | $5,329+145.1% | $11,426+14.3% |