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 9-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 | $137,679 | $135,635+1.5% | $110,238+24.9% | $135,375+1.7% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.8%+3.5pp | 82.6%+0.7pp |
| Annual return | -6.72% | 513.19%-519.9pp | 314.74%-321.5pp | 519.73%-526.5pp |
| Employer contribution / active EE | $9,003 | $4,906+83.5% | $3,826+135.3% | $4,779+88.4% |
| Participant deferral / active EE | $8,508 | $5,506+54.5% | $4,672+82.1% | $5,609+51.7% |
| Admin fee / account holder | $2,243 | $11,457-80.4% | $8,547-73.8% | $10,827-79.3% |