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 | $131,968 | $197,825-33.3% | $155,790-15.3% | $125,391+5.2% |
| Participation rate | 90.9% | 82.1%+8.8pp | 76.1%+14.8pp | 83.2%+7.7pp |
| Annual return | -0.12% | 86.74%-86.9pp | 71.54%-71.7pp | 282.22%-282.3pp |
| Employer contribution / active EE | $9,709 | $4,847+100.3% | $3,836+153.1% | $4,866+99.5% |
| Participant deferral / active EE | $1,463 | $5,630-74.0% | $4,797-69.5% | $5,352-72.7% |
| Admin fee / account holder | $1,796 | $9,545-81.2% | $7,478-76.0% | $9,540-81.2% |