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 | $121,955 | $138,044-11.7% | $125,339-2.7% | $134,475-9.3% |
| Participation rate | 89.5% | 84.5%+5.0pp | 82.4%+7.1pp | 81.2%+8.3pp |
| Annual return | -17.50% | 750.33%-767.8pp | 572.05%-589.5pp | 417.96%-435.5pp |
| Employer contribution / active EE | $2,174 | $5,243-58.5% | $4,814-54.8% | $4,740-54.1% |
| Participant deferral / active EE | $9,169 | $7,799+17.6% | $7,446+23.1% | $6,400+43.3% |
| Admin fee / account holder | $467 | $11,571-96.0% | $10,010-95.3% | $11,426-95.9% |