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 | $165,681 | $180,449-8.2% | $154,107+7.5% | $135,375+22.4% |
| Participation rate | 71.4% | 87.4%-16.0pp | 83.0%-11.6pp | 82.6%-11.2pp |
| Annual return | -2.87% | 888.09%-891.0pp | 735.12%-738.0pp | 519.73%-522.6pp |
| Employer contribution / active EE | $4,901 | $6,035-18.8% | $5,298-7.5% | $4,779+2.6% |
| Participant deferral / active EE | $4,829 | $5,806-16.8% | $5,081-4.9% | $5,609-13.9% |
| Admin fee / account holder | $36,387 | $16,143+125.4% | $13,411+171.3% | $10,827+236.1% |