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 | $143,346 | $138,065+3.8% | $123,544+16.0% | $135,375+5.9% |
| Participation rate | 94.1% | 84.7%+9.4pp | 82.3%+11.8pp | 82.6%+11.5pp |
| Annual return | -5.64% | 153.68%-159.3pp | 119.20%-124.8pp | 519.73%-525.4pp |
| Employer contribution / active EE | $5,826 | $5,151+13.1% | $4,628+25.9% | $4,779+21.9% |
| Participant deferral / active EE | $9,856 | $6,799+45.0% | $6,426+53.4% | $5,609+75.7% |
| Admin fee / account holder | $1,259 | $10,916-88.5% | $9,284-86.4% | $10,827-88.4% |