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 | $186,976 | $92,703+101.7% | $82,719+126.0% | $134,475+39.0% |
| Participation rate | 72.7% | 75.2%-2.5pp | 72.6%+0.2pp | 81.2%-8.5pp |
| Annual return | -14.46% | 944.92%-959.4pp | 701.18%-715.6pp | 417.96%-432.4pp |
| Employer contribution / active EE | $2,900 | $3,274-11.4% | $3,009-3.6% | $4,740-38.8% |
| Participant deferral / active EE | $4,889 | $4,802+1.8% | $4,395+11.2% | $6,400-23.6% |
| Admin fee / account holder | $16,639 | $5,983+178.1% | $5,329+212.2% | $11,426+45.6% |