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 | $124,278 | $138,044-10.0% | $125,339-0.8% | $134,475-7.6% |
| Participation rate | 72.2% | 84.5%-12.3pp | 82.4%-10.1pp | 81.2%-9.0pp |
| Annual return | -13.80% | 750.33%-764.1pp | 572.05%-585.9pp | 417.96%-431.8pp |
| Employer contribution / active EE | $2,939 | $5,243-43.9% | $4,814-38.9% | $4,740-38.0% |
| Participant deferral / active EE | $9,827 | $7,799+26.0% | $7,446+32.0% | $6,400+53.6% |
| Admin fee / account holder | $6,848 | $11,571-40.8% | $10,010-31.6% | $11,426-40.1% |