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 | $128,131 | $138,065-7.2% | $123,544+3.7% | $135,375-5.4% |
| Participation rate | 94.4% | 84.7%+9.7pp | 82.3%+12.1pp | 82.6%+11.8pp |
| Annual return | -3.57% | 153.68%-157.3pp | 119.20%-122.8pp | 519.73%-523.3pp |
| Employer contribution / active EE | $2,841 | $5,151-44.9% | $4,628-38.6% | $4,779-40.6% |
| Participant deferral / active EE | $8,139 | $6,799+19.7% | $6,426+26.7% | $5,609+45.1% |
| Admin fee / account holder | $17,467 | $10,916+60.0% | $9,284+88.1% | $10,827+61.3% |