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 | $204,521 | $138,065+48.1% | $123,544+65.5% | $135,375+51.1% |
| Participation rate | 77.8% | 84.7%-7.0pp | 82.3%-4.5pp | 82.6%-4.9pp |
| Annual return | -7.32% | 153.68%-161.0pp | 119.20%-126.5pp | 519.73%-527.1pp |
| Employer contribution / active EE | $1,698 | $5,151-67.0% | $4,628-63.3% | $4,779-64.5% |
| Participant deferral / active EE | $7,175 | $6,799+5.5% | $6,426+11.7% | $5,609+27.9% |
| Admin fee / account holder | $2,355 | $10,916-78.4% | $9,284-74.6% | $10,827-78.3% |