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 | $119,493 | $180,449-33.8% | $154,107-22.5% | $135,375-11.7% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -8.50% | 888.09%-896.6pp | 735.12%-743.6pp | 519.73%-528.2pp |
| Employer contribution / active EE | $4,108 | $6,035-31.9% | $5,298-22.5% | $4,779-14.0% |
| Participant deferral / active EE | $2,945 | $5,806-49.3% | $5,081-42.0% | $5,609-47.5% |
| Admin fee / account holder | $20,571 | $16,143+27.4% | $13,411+53.4% | $10,827+90.0% |