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 | $119,378 | $180,449-33.8% | $154,107-22.5% | $135,375-11.8% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | -4.69% | 888.09%-892.8pp | 735.12%-739.8pp | 519.73%-524.4pp |
| Employer contribution / active EE | $3,564 | $6,035-40.9% | $5,298-32.7% | $4,779-25.4% |
| Participant deferral / active EE | $6,381 | $5,806+9.9% | $5,081+25.6% | $5,609+13.8% |
| Admin fee / account holder | $19,848 | $16,143+23.0% | $13,411+48.0% | $10,827+83.3% |