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 | $135,744 | $138,065-1.7% | $123,544+9.9% | $135,375+0.3% |
| Participation rate | 72.7% | 84.7%-12.0pp | 82.3%-9.6pp | 82.6%-9.9pp |
| Annual return | -6.98% | 153.68%-160.7pp | 119.20%-126.2pp | 519.73%-526.7pp |
| Employer contribution / active EE | $2,832 | $5,151-45.0% | $4,628-38.8% | $4,779-40.7% |
| Participant deferral / active EE | $6,559 | $6,799-3.5% | $6,426+2.1% | $5,609+16.9% |
| Admin fee / account holder | $8,132 | $10,916-25.5% | $9,284-12.4% | $10,827-24.9% |