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 | $192,884 | $138,065+39.7% | $123,544+56.1% | $135,375+42.5% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -3.57% | 153.68%-157.3pp | 119.20%-122.8pp | 519.73%-523.3pp |
| Employer contribution / active EE | $8,687 | $5,151+68.6% | $4,628+87.7% | $4,779+81.8% |
| Participant deferral / active EE | $8,373 | $6,799+23.1% | $6,426+30.3% | $5,609+49.3% |
| Admin fee / account holder | $5,079 | $10,916-53.5% | $9,284-45.3% | $10,827-53.1% |