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 | $123,134 | $138,044-10.8% | $125,339-1.8% | $134,475-8.4% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -20.27% | 750.33%-770.6pp | 572.05%-592.3pp | 417.96%-438.2pp |
| Employer contribution / active EE | $17,664 | $5,243+236.9% | $4,814+267.0% | $4,740+272.7% |
| Participant deferral / active EE | $9,969 | $7,799+27.8% | $7,446+33.9% | $6,400+55.8% |
| Admin fee / account holder | $2,162 | $11,571-81.3% | $10,010-78.4% | $11,426-81.1% |