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 | $150,596 | $160,055-5.9% | $140,016+7.6% | $135,375+11.2% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.5%-7.5pp | 82.6%-2.6pp |
| Annual return | -8.47% | 911.38%-919.9pp | 651.12%-659.6pp | 519.73%-528.2pp |
| Employer contribution / active EE | $2,631 | $6,420-59.0% | $5,606-53.1% | $4,779-44.9% |
| Participant deferral / active EE | $6,196 | $7,642-18.9% | $6,927-10.6% | $5,609+10.5% |
| Admin fee / account holder | $24,947 | $13,328+87.2% | $10,705+133.0% | $10,827+130.4% |