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 | $136,469 | $138,065-1.2% | $123,544+10.5% | $135,375+0.8% |
| Participation rate | 86.7% | 84.7%+1.9pp | 82.3%+4.4pp | 82.6%+4.0pp |
| Annual return | -6.57% | 153.68%-160.3pp | 119.20%-125.8pp | 519.73%-526.3pp |
| Employer contribution / active EE | $2,141 | $5,151-58.4% | $4,628-53.7% | $4,779-55.2% |
| Participant deferral / active EE | $6,553 | $6,799-3.6% | $6,426+2.0% | $5,609+16.8% |
| Admin fee / account holder | $1,180 | $10,916-89.2% | $9,284-87.3% | $10,827-89.1% |