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 | $131,848 | $92,703+42.2% | $82,719+59.4% | $134,475-2.0% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -9.92% | 944.92%-954.8pp | 701.18%-711.1pp | 417.96%-427.9pp |
| Employer contribution / active EE | $21,976 | $3,274+571.3% | $3,009+630.4% | $4,740+363.7% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,400-100.0% |
| Admin fee / account holder | $179,532 | $5,983+2900.9% | $5,329+3269.0% | $11,426+1471.3% |