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 | $120,642 | $138,044-12.6% | $125,339-3.7% | $134,475-10.3% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -14.57% | 750.33%-764.9pp | 572.05%-586.6pp | 417.96%-432.5pp |
| Employer contribution / active EE | $2,932 | $5,243-44.1% | $4,814-39.1% | $4,740-38.1% |
| Participant deferral / active EE | $9,387 | $7,799+20.4% | $7,446+26.1% | $6,400+46.7% |
| Admin fee / account holder | $2,016 | $11,571-82.6% | $10,010-79.9% | $11,426-82.4% |