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 | $136,480 | $138,044-1.1% | $125,339+8.9% | $134,475+1.5% |
| Participation rate | 86.4% | 84.5%+1.9pp | 82.4%+4.0pp | 81.2%+5.1pp |
| Annual return | -17.09% | 750.33%-767.4pp | 572.05%-589.1pp | 417.96%-435.1pp |
| Employer contribution / active EE | $5,278 | $5,243+0.7% | $4,814+9.7% | $4,740+11.4% |
| Participant deferral / active EE | $10,078 | $7,799+29.2% | $7,446+35.3% | $6,400+57.5% |
| Admin fee / account holder | $1,035 | $11,571-91.1% | $10,010-89.7% | $11,426-90.9% |