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 | $137,271 | $180,449-23.9% | $154,107-10.9% | $135,375+1.4% |
| Participation rate | 92.9% | 87.4%+5.4pp | 83.0%+9.8pp | 82.6%+10.2pp |
| Annual return | -3.17% | 888.09%-891.3pp | 735.12%-738.3pp | 519.73%-522.9pp |
| Employer contribution / active EE | $2,815 | $6,035-53.4% | $5,298-46.9% | $4,779-41.1% |
| Participant deferral / active EE | $9,345 | $5,806+61.0% | $5,081+83.9% | $5,609+66.6% |
| Admin fee / account holder | $60,506 | $16,143+274.8% | $13,411+351.2% | $10,827+458.8% |