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 | $138,563 | $138,044+0.4% | $125,339+10.6% | $134,475+3.0% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -17.86% | 750.33%-768.2pp | 572.05%-589.9pp | 417.96%-435.8pp |
| Employer contribution / active EE | $2,520 | $5,243-51.9% | $4,814-47.7% | $4,740-46.8% |
| Participant deferral / active EE | $5,466 | $7,799-29.9% | $7,446-26.6% | $6,400-14.6% |
| Admin fee / account holder | $10,277 | $11,571-11.2% | $10,010+2.7% | $11,426-10.1% |