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 | $224,143 | $97,757+129.3% | $83,848+167.3% | $135,375+65.6% |
| Participation rate | 71.4% | 80.0%-8.5pp | 76.1%-4.7pp | 82.6%-11.2pp |
| Annual return | -4.74% | 1287.37%-1292.1pp | 850.88%-855.6pp | 519.73%-524.5pp |
| Employer contribution / active EE | $2,614 | $4,222-38.1% | $3,631-28.0% | $4,779-45.3% |
| Participant deferral / active EE | $6,140 | $4,682+31.1% | $4,082+50.4% | $5,609+9.5% |
| Admin fee / account holder | $2,980 | $6,674-55.3% | $5,478-45.6% | $10,827-72.5% |