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 | $129,724 | $90,600+43.2% | $79,464+63.2% | $135,375-4.2% |
| Participation rate | 71.4% | 76.0%-4.6pp | 73.3%-1.9pp | 82.6%-11.2pp |
| Annual return | -4.04% | 977.43%-981.5pp | 718.14%-722.2pp | 519.73%-523.8pp |
| Employer contribution / active EE | $3,142 | $3,068+2.4% | $2,800+12.2% | $4,779-34.3% |
| Participant deferral / active EE | $4,025 | $4,050-0.6% | $3,704+8.7% | $5,609-28.2% |
| Admin fee / account holder | $1,181 | $5,907-80.0% | $5,113-76.9% | $10,827-89.1% |