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 | $186,194 | $138,065+34.9% | $123,544+50.7% | $135,375+37.5% |
| Participation rate | 78.9% | 84.7%-5.8pp | 82.3%-3.3pp | 82.6%-3.7pp |
| Annual return | -7.34% | 153.68%-161.0pp | 119.20%-126.5pp | 519.73%-527.1pp |
| Employer contribution / active EE | $2,785 | $5,151-45.9% | $4,628-39.8% | $4,779-41.7% |
| Participant deferral / active EE | $5,565 | $6,799-18.2% | $6,426-13.4% | $5,609-0.8% |
| Admin fee / account holder | $7,236 | $10,916-33.7% | $9,284-22.1% | $10,827-33.2% |