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 | $146,537 | $160,055-8.4% | $140,016+4.7% | $135,375+8.2% |
| Participation rate | 92.3% | 88.5%+3.8pp | 87.5%+4.8pp | 82.6%+9.7pp |
| Annual return | -6.18% | 911.38%-917.6pp | 651.12%-657.3pp | 519.73%-525.9pp |
| Employer contribution / active EE | $2,015 | $6,420-68.6% | $5,606-64.1% | $4,779-57.8% |
| Participant deferral / active EE | $10,056 | $7,642+31.6% | $6,927+45.2% | $5,609+79.3% |
| Admin fee / account holder | $433 | $13,328-96.8% | $10,705-96.0% | $10,827-96.0% |