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 | $145,775 | $190,805-23.6% | $159,960-8.9% | $134,475+8.4% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -15.58% | 552.23%-567.8pp | 408.60%-424.2pp | 417.96%-433.5pp |
| Employer contribution / active EE | $3,716 | $4,995-25.6% | $4,226-12.1% | $4,740-21.6% |
| Participant deferral / active EE | $12,715 | $6,923+83.7% | $6,182+105.7% | $6,400+98.7% |
| Admin fee / account holder | $4,957 | $10,471-52.7% | $8,698-43.0% | $11,426-56.6% |