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 | $143,200 | $138,044+3.7% | $125,339+14.3% | $134,475+6.5% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -11.46% | 750.33%-761.8pp | 572.05%-583.5pp | 417.96%-429.4pp |
| Employer contribution / active EE | $4,355 | $5,243-16.9% | $4,814-9.5% | $4,740-8.1% |
| Participant deferral / active EE | $10,024 | $7,799+28.5% | $7,446+34.6% | $6,400+56.6% |
| Admin fee / account holder | $124,321 | $11,571+974.4% | $10,010+1142.0% | $11,426+988.1% |