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 | $142,151 | $160,055-11.2% | $140,016+1.5% | $135,375+5.0% |
| Participation rate | 90.5% | 88.5%+2.0pp | 87.5%+3.0pp | 82.6%+7.8pp |
| Annual return | -2.68% | 911.38%-914.1pp | 651.12%-653.8pp | 519.73%-522.4pp |
| Employer contribution / active EE | $6,168 | $6,420-3.9% | $5,606+10.0% | $4,779+29.1% |
| Participant deferral / active EE | $11,218 | $7,642+46.8% | $6,927+61.9% | $5,609+100.0% |
| Admin fee / account holder | $27,790 | $13,328+108.5% | $10,705+159.6% | $10,827+156.7% |