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 | $159,747 | $190,805-16.3% | $159,960-0.1% | $134,475+18.8% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -19.37% | 552.23%-571.6pp | 408.60%-428.0pp | 417.96%-437.3pp |
| Employer contribution / active EE | $3,864 | $4,995-22.6% | $4,226-8.6% | $4,740-18.5% |
| Participant deferral / active EE | $4,036 | $6,923-41.7% | $6,182-34.7% | $6,400-36.9% |
| Admin fee / account holder | $1,203 | $10,471-88.5% | $8,698-86.2% | $11,426-89.5% |