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 | $132,445 | $138,065-4.1% | $123,544+7.2% | $135,375-2.2% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -5.68% | 153.68%-159.4pp | 119.20%-124.9pp | 519.73%-525.4pp |
| Employer contribution / active EE | $3,442 | $5,151-33.2% | $4,628-25.6% | $4,779-28.0% |
| Participant deferral / active EE | $9,912 | $6,799+45.8% | $6,426+54.3% | $5,609+76.7% |
| Admin fee / account holder | $7,082 | $10,916-35.1% | $9,284-23.7% | $10,827-34.6% |