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 7-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 | $131,463 | $138,044-4.8% | $125,339+4.9% | $134,475-2.2% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -16.27% | 750.33%-766.6pp | 572.05%-588.3pp | 417.96%-434.2pp |
| Employer contribution / active EE | $2,911 | $5,243-44.5% | $4,814-39.5% | $4,740-38.6% |
| Participant deferral / active EE | $11,191 | $7,799+43.5% | $7,446+50.3% | $6,400+74.9% |
| Admin fee / account holder | $1,389 | $11,571-88.0% | $10,010-86.1% | $11,426-87.8% |