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 | $127,806 | $138,044-7.4% | $125,339+2.0% | $134,475-5.0% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -16.60% | 750.33%-766.9pp | 572.05%-588.7pp | 417.96%-434.6pp |
| Employer contribution / active EE | $3,886 | $5,243-25.9% | $4,814-19.3% | $4,740-18.0% |
| Participant deferral / active EE | $7,665 | $7,799-1.7% | $7,446+2.9% | $6,400+19.8% |
| Admin fee / account holder | $14,584 | $11,571+26.0% | $10,010+45.7% | $11,426+27.6% |