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 | $140,950 | $138,065+2.1% | $123,544+14.1% | $135,375+4.1% |
| Participation rate | 90.0% | 84.7%+5.3pp | 82.3%+7.7pp | 82.6%+7.4pp |
| Annual return | -5.10% | 153.68%-158.8pp | 119.20%-124.3pp | 519.73%-524.8pp |
| Employer contribution / active EE | $4,233 | $5,151-17.8% | $4,628-8.5% | $4,779-11.4% |
| Participant deferral / active EE | $9,427 | $6,799+38.6% | $6,426+46.7% | $5,609+68.1% |
| Admin fee / account holder | $5,499 | $10,916-49.6% | $9,284-40.8% | $10,827-49.2% |