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 | $128,894 | $138,044-6.6% | $125,339+2.8% | $134,475-4.1% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -17.39% | 750.33%-767.7pp | 572.05%-589.4pp | 417.96%-435.4pp |
| Employer contribution / active EE | $19,465 | $5,243+271.2% | $4,814+304.4% | $4,740+310.7% |
| Participant deferral / active EE | $13,074 | $7,799+67.6% | $7,446+75.6% | $6,400+104.3% |
| Admin fee / account holder | $20,926 | $11,571+80.8% | $10,010+109.1% | $11,426+83.1% |