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 | $134,743 | $138,044-2.4% | $125,339+7.5% | $134,475+0.2% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -12.10% | 750.33%-762.4pp | 572.05%-584.1pp | 417.96%-430.1pp |
| Employer contribution / active EE | $2,198 | $5,243-58.1% | $4,814-54.3% | $4,740-53.6% |
| Participant deferral / active EE | $8,348 | $7,799+7.0% | $7,446+12.1% | $6,400+30.4% |
| Admin fee / account holder | $1,073 | $11,571-90.7% | $10,010-89.3% | $11,426-90.6% |