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 | $137,935 | $138,044-0.1% | $125,339+10.0% | $134,475+2.6% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -12.98% | 750.33%-763.3pp | 572.05%-585.0pp | 417.96%-430.9pp |
| Employer contribution / active EE | $1,773 | $5,243-66.2% | $4,814-63.2% | $4,740-62.6% |
| Participant deferral / active EE | $7,234 | $7,799-7.2% | $7,446-2.8% | $6,400+13.0% |
| Admin fee / account holder | $4,504 | $11,571-61.1% | $10,010-55.0% | $11,426-60.6% |