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 | $152,568 | $190,805-20.0% | $159,960-4.6% | $134,475+13.5% |
| Participation rate | 94.7% | 81.9%+12.8pp | 78.0%+16.8pp | 81.2%+13.5pp |
| Annual return | -6.93% | 552.23%-559.2pp | 408.60%-415.5pp | 417.96%-424.9pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,226-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $5,784 | $6,923-16.4% | $6,182-6.4% | $6,400-9.6% |
| Admin fee / account holder | $8,871 | $10,471-15.3% | $8,698+2.0% | $11,426-22.4% |