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 | $133,813 | $138,065-3.1% | $123,544+8.3% | $135,375-1.2% |
| Participation rate | 85.0% | 84.7%+0.3pp | 82.3%+2.7pp | 82.6%+2.4pp |
| Annual return | -8.22% | 153.68%-161.9pp | 119.20%-127.4pp | 519.73%-527.9pp |
| Employer contribution / active EE | $4,156 | $5,151-19.3% | $4,628-10.2% | $4,779-13.0% |
| Participant deferral / active EE | $8,463 | $6,799+24.5% | $6,426+31.7% | $5,609+50.9% |
| Admin fee / account holder | $2,566 | $10,916-76.5% | $9,284-72.4% | $10,827-76.3% |