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 | $156,725 | $180,449-13.1% | $154,107+1.7% | $135,375+15.8% |
| Participation rate | 81.3% | 87.4%-6.2pp | 83.0%-1.8pp | 82.6%-1.4pp |
| Annual return | -7.93% | 888.09%-896.0pp | 735.12%-743.1pp | 519.73%-527.7pp |
| Employer contribution / active EE | $1,931 | $6,035-68.0% | $5,298-63.5% | $4,779-59.6% |
| Participant deferral / active EE | $4,684 | $5,806-19.3% | $5,081-7.8% | $5,609-16.5% |
| Admin fee / account holder | $5,716 | $16,143-64.6% | $13,411-57.4% | $10,827-47.2% |