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 | $140,440 | $180,449-22.2% | $154,107-8.9% | $135,375+3.7% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -5.52% | 888.09%-893.6pp | 735.12%-740.6pp | 519.73%-525.3pp |
| Employer contribution / active EE | $1,427 | $6,035-76.3% | $5,298-73.1% | $4,779-70.1% |
| Participant deferral / active EE | $4,427 | $5,806-23.7% | $5,081-12.9% | $5,609-21.1% |
| Admin fee / account holder | $25,384 | $16,143+57.2% | $13,411+89.3% | $10,827+134.4% |