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 | $122,619 | $135,635-9.6% | $110,238+11.2% | $135,375-9.4% |
| Participation rate | 92.9% | 83.5%+9.4pp | 79.8%+13.0pp | 82.6%+10.2pp |
| Annual return | -5.00% | 513.19%-518.2pp | 314.74%-319.7pp | 519.73%-524.7pp |
| Employer contribution / active EE | $1,484 | $4,906-69.8% | $3,826-61.2% | $4,779-69.0% |
| Participant deferral / active EE | $3,368 | $5,506-38.8% | $4,672-27.9% | $5,609-40.0% |
| Admin fee / account holder | $5,674 | $11,457-50.5% | $8,547-33.6% | $10,827-47.6% |