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 | $141,390 | $180,449-21.6% | $154,107-8.3% | $135,375+4.4% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -8.00% | 888.09%-896.1pp | 735.12%-743.1pp | 519.73%-527.7pp |
| Employer contribution / active EE | $9,861 | $6,035+63.4% | $5,298+86.2% | $4,779+106.4% |
| Participant deferral / active EE | $10,250 | $5,806+76.5% | $5,081+101.7% | $5,609+82.7% |
| Admin fee / account holder | $1,193 | $16,143-92.6% | $13,411-91.1% | $10,827-89.0% |