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 | $137,833 | $180,449-23.6% | $154,107-10.6% | $135,375+1.8% |
| Participation rate | 93.3% | 87.4%+5.9pp | 83.0%+10.3pp | 82.6%+10.7pp |
| Annual return | -7.30% | 888.09%-895.4pp | 735.12%-742.4pp | 519.73%-527.0pp |
| Employer contribution / active EE | $6,136 | $6,035+1.7% | $5,298+15.8% | $4,779+28.4% |
| Participant deferral / active EE | $9,152 | $5,806+57.6% | $5,081+80.1% | $5,609+63.2% |
| Admin fee / account holder | $17,330 | $16,143+7.4% | $13,411+29.2% | $10,827+60.1% |