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 | $139,363 | $138,044+1.0% | $125,339+11.2% | $134,475+3.6% |
| Participation rate | 95.0% | 84.5%+10.5pp | 82.4%+12.6pp | 81.2%+13.8pp |
| Annual return | -17.60% | 750.33%-767.9pp | 572.05%-589.6pp | 417.96%-435.6pp |
| Employer contribution / active EE | $3,325 | $5,243-36.6% | $4,814-30.9% | $4,740-29.9% |
| Participant deferral / active EE | $9,227 | $7,799+18.3% | $7,446+23.9% | $6,400+44.2% |
| Admin fee / account holder | $9,530 | $11,571-17.6% | $10,010-4.8% | $11,426-16.6% |