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 | $130,150 | $138,044-5.7% | $125,339+3.8% | $134,475-3.2% |
| Participation rate | 93.3% | 84.5%+8.8pp | 82.4%+11.0pp | 81.2%+12.1pp |
| Annual return | -15.53% | 750.33%-765.9pp | 572.05%-587.6pp | 417.96%-433.5pp |
| Employer contribution / active EE | $2,443 | $5,243-53.4% | $4,814-49.2% | $4,740-48.5% |
| Participant deferral / active EE | $2,888 | $7,799-63.0% | $7,446-61.2% | $6,400-54.9% |
| Admin fee / account holder | $15,935 | $11,571+37.7% | $10,010+59.2% | $11,426+39.5% |