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 | $138,217 | $160,055-13.6% | $140,016-1.3% | $135,375+2.1% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.5%-12.5pp | 82.6%-7.6pp |
| Annual return | -8.56% | 911.38%-919.9pp | 651.12%-659.7pp | 519.73%-528.3pp |
| Employer contribution / active EE | $1,430 | $6,420-77.7% | $5,606-74.5% | $4,779-70.1% |
| Participant deferral / active EE | $7,583 | $7,642-0.8% | $6,927+9.5% | $5,609+35.2% |
| Admin fee / account holder | $904 | $13,328-93.2% | $10,705-91.6% | $10,827-91.7% |