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 | $119,451 | $180,449-33.8% | $154,107-22.5% | $135,375-11.8% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -4.26% | 888.09%-892.4pp | 735.12%-739.4pp | 519.73%-524.0pp |
| Employer contribution / active EE | $1,339 | $6,035-77.8% | $5,298-74.7% | $4,779-72.0% |
| Participant deferral / active EE | $3,371 | $5,806-41.9% | $5,081-33.7% | $5,609-39.9% |
| Admin fee / account holder | $17,825 | $16,143+10.4% | $13,411+32.9% | $10,827+64.6% |