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 9-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 | $146,456 | $97,757+49.8% | $83,848+74.7% | $135,375+8.2% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -1.91% | 1287.37%-1289.3pp | 850.88%-852.8pp | 519.73%-521.6pp |
| Employer contribution / active EE | $2,250 | $4,222-46.7% | $3,631-38.0% | $4,779-52.9% |
| Participant deferral / active EE | $9,136 | $4,682+95.1% | $4,082+123.8% | $5,609+62.9% |
| Admin fee / account holder | $44,746 | $6,674+570.5% | $5,478+716.8% | $10,827+313.3% |