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 | $122,331 | $97,757+25.1% | $83,848+45.9% | $135,375-9.6% |
| Participation rate | 76.9% | 80.0%-3.0pp | 76.1%+0.8pp | 82.6%-5.7pp |
| Annual return | -8.91% | 1287.37%-1296.3pp | 850.88%-859.8pp | 519.73%-528.6pp |
| Employer contribution / active EE | $2,400 | $4,222-43.1% | $3,631-33.9% | $4,779-49.8% |
| Participant deferral / active EE | $6,063 | $4,682+29.5% | $4,082+48.5% | $5,609+8.1% |
| Admin fee / account holder | $1,316 | $6,674-80.3% | $5,478-76.0% | $10,827-87.8% |