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 | $129,774 | $180,449-28.1% | $154,107-15.8% | $135,375-4.1% |
| Participation rate | 91.3% | 87.4%+3.9pp | 83.0%+8.3pp | 82.6%+8.7pp |
| Annual return | -1.48% | 888.09%-889.6pp | 735.12%-736.6pp | 519.73%-521.2pp |
| Employer contribution / active EE | $2,761 | $6,035-54.2% | $5,298-47.9% | $4,779-42.2% |
| Participant deferral / active EE | $5,183 | $5,806-10.7% | $5,081+2.0% | $5,609-7.6% |
| Admin fee / account holder | $89,568 | $16,143+454.8% | $13,411+567.9% | $10,827+727.3% |