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 | $128,142 | $180,449-29.0% | $154,107-16.8% | $135,375-5.3% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | -0.59% | 888.09%-888.7pp | 735.12%-735.7pp | 519.73%-520.3pp |
| Employer contribution / active EE | $15,068 | $6,035+149.7% | $5,298+184.4% | $4,779+215.3% |
| Participant deferral / active EE | $7,688 | $5,806+32.4% | $5,081+51.3% | $5,609+37.1% |
| Admin fee / account holder | $294,892 | $16,143+1726.8% | $13,411+2098.9% | $10,827+2623.7% |