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 | $124,691 | $180,449-30.9% | $154,107-19.1% | $135,375-7.9% |
| Participation rate | 90.9% | 87.4%+3.5pp | 83.0%+7.9pp | 82.6%+8.3pp |
| Annual return | -7.33% | 888.09%-895.4pp | 735.12%-742.4pp | 519.73%-527.1pp |
| Employer contribution / active EE | $2,428 | $6,035-59.8% | $5,298-54.2% | $4,779-49.2% |
| Participant deferral / active EE | $5,582 | $5,806-3.9% | $5,081+9.9% | $5,609-0.5% |
| Admin fee / account holder | $2,125 | $16,143-86.8% | $13,411-84.2% | $10,827-80.4% |