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 | $120,253 | $138,044-12.9% | $125,339-4.1% | $134,475-10.6% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -13.29% | 750.33%-763.6pp | 572.05%-585.3pp | 417.96%-431.3pp |
| Employer contribution / active EE | $4,632 | $5,243-11.7% | $4,814-3.8% | $4,740-2.3% |
| Participant deferral / active EE | $9,332 | $7,799+19.7% | $7,446+25.3% | $6,400+45.8% |
| Admin fee / account holder | $2,037 | $11,571-82.4% | $10,010-79.7% | $11,426-82.2% |