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 | $137,944 | $138,044-0.1% | $125,339+10.1% | $134,475+2.6% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -15.89% | 750.33%-766.2pp | 572.05%-587.9pp | 417.96%-433.9pp |
| Employer contribution / active EE | $2,438 | $5,243-53.5% | $4,814-49.3% | $4,740-48.6% |
| Participant deferral / active EE | $8,833 | $7,799+13.3% | $7,446+18.6% | $6,400+38.0% |
| Admin fee / account holder | $5,924 | $11,571-48.8% | $10,010-40.8% | $11,426-48.2% |