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 | $144,724 | $180,449-19.8% | $154,107-6.1% | $135,375+6.9% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -7.04% | 888.09%-895.1pp | 735.12%-742.2pp | 519.73%-526.8pp |
| Employer contribution / active EE | $7,917 | $6,035+31.2% | $5,298+49.4% | $4,779+65.7% |
| Participant deferral / active EE | $10,190 | $5,806+75.5% | $5,081+100.6% | $5,609+81.7% |
| Admin fee / account holder | $5,704 | $16,143-64.7% | $13,411-57.5% | $10,827-47.3% |