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 | $138,066 | $138,0650% | $123,544+11.8% | $135,375+2.0% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -8.91% | 153.68%-162.6pp | 119.20%-128.1pp | 519.73%-528.6pp |
| Employer contribution / active EE | $5,228 | $5,151+1.5% | $4,628+13.0% | $4,779+9.4% |
| Participant deferral / active EE | $5,286 | $6,799-22.3% | $6,426-17.7% | $5,609-5.8% |
| Admin fee / account holder | $603 | $10,916-94.5% | $9,284-93.5% | $10,827-94.4% |