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 | $134,439 | $135,635-0.9% | $110,238+22.0% | $135,375-0.7% |
| Participation rate | 73.7% | 83.5%-9.8pp | 79.8%-6.1pp | 82.6%-9.0pp |
| Annual return | -7.29% | 513.19%-520.5pp | 314.74%-322.0pp | 519.73%-527.0pp |
| Employer contribution / active EE | $2,022 | $4,906-58.8% | $3,826-47.2% | $4,779-57.7% |
| Participant deferral / active EE | $6,915 | $5,506+25.6% | $4,672+48.0% | $5,609+23.3% |
| Admin fee / account holder | $4,003 | $11,457-65.1% | $8,547-53.2% | $10,827-63.0% |