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 | $140,184 | $138,044+1.6% | $125,339+11.8% | $134,475+4.2% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -12.34% | 750.33%-762.7pp | 572.05%-584.4pp | 417.96%-430.3pp |
| Employer contribution / active EE | $2,194 | $5,243-58.2% | $4,814-54.4% | $4,740-53.7% |
| Participant deferral / active EE | $4,873 | $7,799-37.5% | $7,446-34.6% | $6,400-23.9% |
| Admin fee / account holder | $5,075 | $11,571-56.1% | $10,010-49.3% | $11,426-55.6% |