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 | $216,105 | $138,044+56.5% | $125,339+72.4% | $134,475+60.7% |
| Participation rate | 72.7% | 84.5%-11.8pp | 82.4%-9.6pp | 81.2%-8.5pp |
| Annual return | -18.79% | 750.33%-769.1pp | 572.05%-590.8pp | 417.96%-436.8pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,814-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $11,211 | $7,799+43.8% | $7,446+50.6% | $6,400+75.2% |
| Admin fee / account holder | $2,820 | $11,571-75.6% | $10,010-71.8% | $11,426-75.3% |