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 | $129,002 | $180,449-28.5% | $154,107-16.3% | $135,375-4.7% |
| Participation rate | 90.9% | 87.4%+3.5pp | 83.0%+7.9pp | 82.6%+8.3pp |
| Annual return | -5.19% | 888.09%-893.3pp | 735.12%-740.3pp | 519.73%-524.9pp |
| Employer contribution / active EE | $3,224 | $6,035-46.6% | $5,298-39.1% | $4,779-32.5% |
| Participant deferral / active EE | $7,903 | $5,806+36.1% | $5,081+55.5% | $5,609+40.9% |
| Admin fee / account holder | $746 | $16,143-95.4% | $13,411-94.4% | $10,827-93.1% |