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 | $138,220 | $160,055-13.6% | $140,016-1.3% | $135,375+2.1% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.5%+3.4pp | 82.6%+8.3pp |
| Annual return | -3.84% | 911.38%-915.2pp | 651.12%-655.0pp | 519.73%-523.6pp |
| Employer contribution / active EE | $16,571 | $6,420+158.1% | $5,606+195.6% | $4,779+246.8% |
| Participant deferral / active EE | $10,857 | $7,642+42.1% | $6,927+56.7% | $5,609+93.6% |
| Admin fee / account holder | $4,431 | $13,328-66.8% | $10,705-58.6% | $10,827-59.1% |