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 | $213,814 | $92,703+130.6% | $82,719+158.5% | $134,475+59.0% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -20.18% | 944.92%-965.1pp | 701.18%-721.4pp | 417.96%-438.1pp |
| Employer contribution / active EE | $1,769 | $3,274-46.0% | $3,009-41.2% | $4,740-62.7% |
| Participant deferral / active EE | $3,539 | $4,802-26.3% | $4,395-19.5% | $6,400-44.7% |
| Admin fee / account holder | $1,717 | $5,983-71.3% | $5,329-67.8% | $11,426-85.0% |