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 | $143,936 | $180,449-20.2% | $154,107-6.6% | $135,375+6.3% |
| Participation rate | 71.4% | 87.4%-16.0pp | 83.0%-11.6pp | 82.6%-11.2pp |
| Annual return | -8.13% | 888.09%-896.2pp | 735.12%-743.2pp | 519.73%-527.9pp |
| Employer contribution / active EE | $2,666 | $6,035-55.8% | $5,298-49.7% | $4,779-44.2% |
| Participant deferral / active EE | $3,257 | $5,806-43.9% | $5,081-35.9% | $5,609-41.9% |
| Admin fee / account holder | $1,833 | $16,143-88.6% | $13,411-86.3% | $10,827-83.1% |