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 | $136,496 | $160,055-14.7% | $140,016-2.5% | $135,375+0.8% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.5%-1.8pp | 82.6%+3.1pp |
| Annual return | -7.34% | 911.38%-918.7pp | 651.12%-658.5pp | 519.73%-527.1pp |
| Employer contribution / active EE | $3,972 | $6,420-38.1% | $5,606-29.1% | $4,779-16.9% |
| Participant deferral / active EE | $8,569 | $7,642+12.1% | $6,927+23.7% | $5,609+52.8% |
| Admin fee / account holder | $11,406 | $13,328-14.4% | $10,705+6.5% | $10,827+5.3% |