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 | $133,988 | $138,065-3.0% | $123,544+8.5% | $135,375-1.0% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -7.68% | 153.68%-161.4pp | 119.20%-126.9pp | 519.73%-527.4pp |
| Employer contribution / active EE | $2,347 | $5,151-54.4% | $4,628-49.3% | $4,779-50.9% |
| Participant deferral / active EE | $6,371 | $6,799-6.3% | $6,426-0.8% | $5,609+13.6% |
| Admin fee / account holder | $3,920 | $10,916-64.1% | $9,284-57.8% | $10,827-63.8% |