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 | $146,176 | $138,044+5.9% | $125,339+16.6% | $134,475+8.7% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -15.30% | 750.33%-765.6pp | 572.05%-587.4pp | 417.96%-433.3pp |
| Employer contribution / active EE | $2,508 | $5,243-52.2% | $4,814-47.9% | $4,740-47.1% |
| Participant deferral / active EE | $4,848 | $7,799-37.8% | $7,446-34.9% | $6,400-24.2% |
| Admin fee / account holder | $154,501 | $11,571+1235.2% | $10,010+1443.5% | $11,426+1252.2% |