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 7-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 | $139,262 | $99,640+39.8% | $86,436+61.1% | $134,475+3.6% |
| Participation rate | 80.0% | 82.0%-2.0pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -16.93% | 6782.58%-6799.5pp | 4394.89%-4411.8pp | 417.96%-434.9pp |
| Employer contribution / active EE | $2,497 | $4,400-43.3% | $3,769-33.7% | $4,740-47.3% |
| Participant deferral / active EE | $10,006 | $7,246+38.1% | $6,952+43.9% | $6,400+56.4% |
| Admin fee / account holder | $1,671 | $8,371-80.0% | $6,731-75.2% | $11,426-85.4% |