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 | $144,623 | $180,449-19.9% | $154,107-6.2% | $135,375+6.8% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -8.24% | 888.09%-896.3pp | 735.12%-743.4pp | 519.73%-528.0pp |
| Employer contribution / active EE | $1,373 | $6,035-77.2% | $5,298-74.1% | $4,779-71.3% |
| Participant deferral / active EE | $3,225 | $5,806-44.5% | $5,081-36.5% | $5,609-42.5% |
| Admin fee / account holder | $8,370 | $16,143-48.2% | $13,411-37.6% | $10,827-22.7% |